Improved the categorizing of your transactions
When your team processes dozens of payments a month, manual tagging can be too much. We added preset categories to help you classify transactions consistently from the moment a payment is created.
What's new:
✅Income and Expense are now visually separated.
✅10 default categories with subcategories: Payroll, Marketing, Finance, Revenue, Funding, and more. Customize it and add any additional categories you need on the new Categories page.
✅Assign categories in Payments tab — they carry over to transactions automatically and appear at the Dashboard analytics.
✅Split a single transaction across multiple categories if needed.
✅Dashboard now shows "Income by Categories" and "Expenses by Categories" charts with filters by period and token.
✅Team access configured separately in Team settings.
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