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Categories and groups

How you organise the balance sheet determines how readable your dashboard is. Finance Hero uses two levels — categories (required) and groups (optional).

Categories​

Every asset, liability, and transaction belongs to one category, or is explicitly uncategorised.

Three separate taxonomies​

Categories are not shared across the three sections of the app:

  • Asset categories (e.g. Stocks, Real estate, Cash accounts)
  • Liability categories (e.g. Mortgages, Credit cards, Personal loans)
  • Transaction categories (e.g. Salary, Groceries, Rent)

A category you create on the Assets page will not appear in the Liabilities or Transactions pickers.

Creating a category​

Two ways:

  1. From the page header — click Add category on the Assets / Liabilities / Transactions page, type a name, optionally assign a group, save.
  2. Inline, while adding an item — in the category dropdown, choose Add new, type a name. The category is created on the fly and immediately selected.

Renaming or moving a category​

Click the category name in the table header. A modal lets you rename it and/or reassign it to a different group (or to Ungrouped).

Deleting a category​

Click the trash icon on the category header. The app blocks deletion if any items still live in the category — reassign or delete the items first.

Ordering​

Categories are not user-sortable. They appear in creation order inside the tables and by their assigned group on the charts.

No defaults​

Finance Hero ships with zero predefined categories. The first asset / liability / transaction you add is also the moment you create your first category. This is by design — your categorisation should match how you already think about money, not how the app thinks you should.

Groups​

Groups are an optional second level above categories. Use them when you have so many categories that the dashboard starts to look cluttered.

Example​

Without groups, your asset chart might show twelve wedges:

Tech stocks, Healthcare stocks, Energy stocks, ETF — US, ETF — Europe, Crypto, Gold, Real estate — Warsaw, Real estate — Berlin, Cash PLN, Cash EUR, Emergency fund

With groups, you could roll them up into four:

Stocks (Tech, Healthcare, Energy) Funds (ETF — US, ETF — Europe) Real estate (Warsaw, Berlin) Cash (Cash PLN, Cash EUR, Emergency fund)

Managing groups​

  • Create — add group from the page header
  • Rename — click a group header to open the edit modal
  • Delete — deleting a group reassigns its member categories to Ungrouped; no data is lost
  • Separate for assets and liabilities — like categories, groups are scoped per page

Chart drill-down​

On the breakdown charts (Summary page), groups are the first level. Click a group to drill into its categories; click a category to drill into individual items.

Uncategorised items​

You can create an asset, liability, or transaction without picking a category. Uncategorised items show up at the bottom of the table under an Uncategorised header, and in charts as a single wedge. A separate filter toggle lets you hide or show them.