Week 3: Category Groups and Budgets

Set up a monthly budget with income tracking and expense allocation by category. Choose received mode (budget what actually hit your account) or expected mode (budget a fixed amount upfront). Actuals update from your transactions. Works on mobile too.

Categories organize into groups like Food & Drinks, Transportation, and Entertainment, each with subcategories so spending is easier to break down.

When logging a transaction, categories show grouped by their parent. Income and expense categories stay separated so you cannot pick the wrong type.

New users pick between a Simple or Detailed template when setting up. No more flat list of random categories.

Cash Captain looks right when saved to your iOS home screen.