How to Use the Category Groups Tab to Customize a Report

Category groups are used for budgeting purposes in budget, comparison, and summary reports or graphs. For example, you can assign the categories Movies and Books to the category group Discretionary and assign a budget amount to track your discretionary expenses. You can control which category groups are included in a report or graph by modifying the categories selected in the Category Group list.

  • Select Category Groups
    Select the category groups you want to include in the report or graph. Including a category group means that transactions with that category group will be computed as part of the report or graph.