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.