Categories
Category Management move
Add Custom Category
Type | Category Name | Description |
My Categories
Type | Category | Description | Options |
Expense | bmw | Delete | |
Expense | Child Care 2 | The amount I'm spending on child care | Delete |
Expense | late night eating | after dinner | Delete |
Expense | Mercedes | Delete | |
Expense | Nanny | Delete | |
Expense | Restaurant | Delete | |
Expense | spa | Delete |
When you delete a category, future reports will use the default category for associated merchants (payees). If a default category for the merchant doesn't exist, the transaction will be categorized as "Other".
Standard Categories
The following categories are provided automatically by Online Banking and cannot be deleted. To add or delete your own custom categories, use the "Add" and "Delete" options above.
Type | Category | Description |
Expense | Alimony / Child Support | Alimony / Child Support |
Expense | auto | |
Expense | Auto | Gas, car payments, car washes, maintenance |
Expense | Auto - Gas | Gas Expenses |
Expense | Bills | All Bills not Utility, Credit Card, or Loan Payments |
Transfer | Business | Business Related Expenses |
Expense | Cable TV | Cable, Satellite or bunny ears |
Expense | Cash | Cash Withdrawals |
Expense | Charitable Donations | Donations to Charities, Churches, Tithes |
Expense | Checks Written | Misc checks |
Expense | Child Care | Expenses Related to Child Care, and Children |
Expense | Clothing | |
Expense | Communications | |
Expense | Consumer Goods | |
Expense | Credit Card Payments | Chase, Citi cards, etc. |
Income | Deposits | Deposit Income |
Expense | Dining Out | All Restaurants, Coffee Shops, Fast Food places |
Income | Dividends | |
Expense | Education | Educational Related Expenses |
Expense | Entertainment | Movies, dinner, etc. |
Expense | Fees & Charges | Bank charges, etc. |
Expense | Gifts | Gifts |
Expense | Government Services (Not Elsewhere Classified) | Government Services (Not Elsewhere Classified) |
Expense | Groceries | |
Expense | Home | Expenses related to home improvement, maintenance, decorating, etc. |
Expense | Insurance | Home Insurance, Life Insurance, Car Insurance, Pet Insurance, etc. |
Expense | Interest | Interest Expense |
Income | Jasmine's Test | Just a test only |
Income | Loan Advances | |
Expense | Loan Payments | Loan Payments |
Expense | Medical | Medical Co-Pays, Medical Premiums, Medical Deductibles, Prescriptions, Over the Counter Medication, etc. |
Expense | Mortgage / Rent | Mortgage / Rent – HELOC and HE loans |
Expense | Other Expenses | Miscellaneous Expenses |
Income | Other Income | Other Income |
Income | Payroll | |
Income | Pension | Pension Income |
Expense | Personal | Personal Expenses |
Expense | Pet Care | Pet Care and Pet Related Expenses |
Income | Reimbursement | Reimbursement |
Income | Rental Income | Rental Income |
Income | Retirement Income | Retirement Income |
Expense | Savings | Transfers to Savings Accounts, Retirement Savings, Emergency Fund Savings, College Savings, etc. |
Income | Social Security Income | Social Security Income |
Expense | Sports & Fitness | Sports and Fitness related Expenses, including memberships |
Income | Tax Refund | Tax Refund |
Expense | Taxes | Tax Expenses |
Expense | Travel & Vacation | |
Expense | Uncategorized | |
Expense | Utilities | Utilities Bills - Gas, Water, Electric, Propane |
Transfer | Within Account Transfers | Transfers within this account |
Transfer | Within FI Transfers | Transfers to other accounts at FI. |