Summary
No, you cannot create custom categories in Nance. If you can’t find an exact match, use the Miscellaneous category and add notes to help improve future categorization.
How This Works in Nance
Nance uses a predefined category system to keep your data consistent across insights, budgets, and reports.
- Custom categories are not supported
- Every transaction must be assigned to an existing category
What to Do If You Can’t Find the Right Category
If none of the categories fit:
- Select Miscellaneous as the category
- Add a note describing what the transaction is for
This helps:
- Maintain clean data in your account
- Give context for future reference
- Improve Nance’s categorization system over time
Why This Matters
- Notes act as learning signals for the system
- Repeated patterns help Nance:
- Refine categories
- Improve auto-categorization accuracy
Important to Know
- You can update the category later if a better fit becomes available
- Notes do not affect calculations but improve understanding and learning
No perfect category?
Miscellaneous + a note. That’s your workaround—and Nance’s learning fuel.