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Find things because they’re organized — manage income, expense, transfer categories and tags

Created Jul 31, 2026 · Updated Sep 16, 2026

Well-organized categories and tags
Well-organized categories and tags

Well-organized categories and tags make transactions easy to find. No scrolling through the whole month — search and find them right away.

What Boe helps with here

  • See all categories and filter income / expense / transfer
  • Create, edit, or delete your own categories
  • System default categories are view-only — you can’t edit or delete them
  • Pair with tags when logging so later searches are easier

How to use

  1. Choose the type you want to manage
  2. Tap add category
  3. Set name, color, or icon as you like
  4. When logging a transaction, pick the right category (and tags if any) from the start — reports will be much easier later

If you keep picking the same category from a shop name or repeated text, see Automatic category rules.

To group several items by trip, work, or the same context, see Tags.