Summary
Yes, you can assign categories to cash transactions in Nance when adding or editing them.
How This Works in Nance
Cash transactions follow the same category system as bank and credit card transactions.
When Adding a Cash Transaction
- You are required to select:
- Category
- Subcategory
- This ensures the transaction is properly classified from the start
Editing Category Later
If needed, you can update:
- Category
- Subcategory
- Contact
From the Transaction Details page
Why Categories Matter
Assigning the right category ensures:
- Accurate insights and analytics
- Proper budget tracking
- Better AI assistant responses
Important to Know
- Category is the primary way Nance understands your spending
- Cash transactions are treated the same as other transactions once categorized
- You cannot leave a transaction uncategorized
No category, no clarity.
Nance makes sure every transaction has one.