Summary
You cannot merge or reorganize categories in Nance. The category system is fixed and managed by Nance.
How This Works in Nance
Nance uses a predefined category structure to ensure consistency across all features.
- Categories and subcategories are not editable by users
- You cannot:
- Merge categories
- Rename categories
- Reorganize category structures
This keeps:
- Insights standardized
- Budgets reliable
- AI outputs consistent
What You Can Do Instead
If categories don’t feel right:
- Update the category/subcategory for individual transactions
- Use Miscellaneous when no exact match exists
- Add notes to provide context
Why This Approach
- Prevents data fragmentation
- Ensures clean analytics and reporting
- Allows Nance to continuously improve categorization globally
Important to Know
- Your edits help improve future categorization
- The category system evolves over time based on usage patterns
- You still have control at the transaction level
You can’t reshape the system.
But you can train it.