Summary
Smart Groups in Nance are a way to group related transactions together so you can track and analyze them as a single unit.
How This Works in Nance
Smart Groups help you organize transactions beyond categories by creating custom groupings based on purpose or context.
What Smart Groups Do
- Combine multiple transactions into a single logical group
- Let you track spending for:
- Trips
- Events
- Projects
- Shared expenses
How They Work
- You select and add transactions to a Smart Group
- Nance then:
- Aggregates total spending for that group
- Lets you view all related transactions together
Example Use Cases
- Group all expenses for a Goa trip
- Track spending for a wedding or event
- Manage shared expenses with friends
How Smart Groups Are Different
- Categories = What you spent on
- Smart Groups = Why you spent it
They work on top of categories, not instead of them.
Important to Know
- Transactions remain in their original categories
- Smart Groups do not affect:
- Budgets
- Core categorization
- They are purely for organization and analysis
Same money.
Different lens.