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Transaction categories

Transactions can optionally have a custom category in the form of an emoji. There are two types of categories.

  • Default - always visible in the app and with default name (which can be changed)
  • Custom - defined by user, with optional name, exist only as long as they are used in at least one transaction.

Custom names (to both types) can be set in /groupCategories/<groupId>/: 

    "group_id_1": {
      "☕": "Coffee",
      "🍦": "Ice Cream"
    }

No need to delete from here, backend takes care of cleanup.

Default categories

They are hardcoded by us and are always present in the app, with a default (localized) name which can be overriden, see above.

Custom categories

These exist only as long as they are used in at least one transaction. After you delete the last transaction which has such category, it should no longer be available in the app. In this case, backend will also delete the matching custom name from /groupCategories/<groupId>/<emoji>.

Transaction title

When presenting a transaction title categories play a big part. Here is the order to determine the title:

  1. Purpose if set, otherwise
  2. Custom category name if exists, otherwise
  3. Default category name if it's a default category, otherwise
  4. Transaction type (expense/transfer/income)

Also always show category emoji (if set) next to the title.