Summary
You can include any transaction in a Smart Group—bank, credit card, or cash—as long as it is relevant to the purpose of the group.
How This Works in Nance
Smart Groups are flexible and allow you to group any type of transaction based on context or purpose.
What You Can Include
- Bank transactions
- Credit card transactions
- Cash transactions (manually added)
All transactions from your connected accounts can be added to a Smart Group.
How to Think About It
Smart Groups are not restricted by category or account. You can include:
- Transactions from different categories
- Transactions from multiple accounts
- Both income and expense transactions (if relevant)
Example Use Cases
- Trip → Flights, hotels, food, transport
- Event → Decorations, bookings, payments
- Shared expenses → Split payments with friends
Important to Know
- A transaction can be part of a Smart Group without changing its category
- Smart Groups do not affect:
- Budgets
- Core insights
- They are used for custom tracking and analysis
If it’s part of the story,
it belongs in the group.