PRO
facturillo puts every receipt in a category for you. With custom categories you create your own, with their name, color and icon, to sort your spending your way: "Pets", "Office", "Beach house" or whatever you need. It is a facturillo Pro feature.
What you can do with them
Create Stores categories (for the whole receipt) and Products categories (for each product inside a receipt).
Assign a category to one receipt, or to every receipt from that store, including the ones still to come.
See your categories in the spending analysis and give them a goal in your budget.
Create a category
On the home screen, tap the round button at the top right (it alternates between your profile photo and a three-dot icon) to open your profile.
In the TOOLS section, tap Categories.
At the top, pick Stores or Products, depending on the kind of category you want to create.
Tap the + button at the bottom right. Add Category opens.
Type the TITLE, pick a COLOR and an ICON, and tap Create. The button turns on once all three are set.
Assign it to a receipt
Open the Receipts tab in the bottom bar and tap the receipt.
Tap the three-dot menu at the top right and choose Change category.
In Choose a category, tap one of your custom categories (or one of facturillo's).
facturillo asks whether you want to categorize every receipt from that store automatically. Tap Only this receipt to change just this one, or Every (followed by the store's name) to change every receipt from that store, including the ones you scan later.
On a receipt you added by hand, you pick the category in its form. For a product, the path is the same from the product: in the receipt's detail tap the product, then the three-dot menu at the top right and Change category. There you see your Products categories.
Edit, rename or delete a category
In your profile › Categories, tap the category. Its detail opens, with its Automatic Rules: the stores or products that go to it on their own.
To rename it or change its color or icon, tap the pencil button at the bottom right. In Edit Category make your changes and tap Save. The new name shows on every receipt that already has it.
To remove a rule, swipe the store or product to the left and tap the trash icon.
To delete it, tap the three-dot menu at the top right, choose Remove category and confirm with Remove. The category and its rules are deleted, your receipts no longer carry it and, if it had a goal in your budget, that amount goes back to Unassigned.
Where you see them
In the analysis: in Spend Analysis, when you group by Store Category or Product Category, your categories show up next to facturillo's, with their amount. See Your spending analysis.
In the budget: in Category goals you can give each store category a share of your monthly budget, yours included. See Category goals.
On the Free plan
You can open Categories and see the card Classify your spending with custom categories, but the + button does not appear. Tapping the card, or Change category on a receipt, shows the plans screen.
In a shared account
In a family account, only the owner and the administrators see the Categories row in the profile and, inside it, the + button and the pencil button to create and edit categories. For the other members, the Categories row does not appear in the profile. In a business account, Categories does not open.