Custom categories
Create a category
Select Add category, enter a name, and save it. Use a name that makes the bookkeeping purpose clear. Lemma limits custom category names to 30 characters.Rename a category
Open the action controls for a custom category, select Edit, enter the new name, and save. Renaming changes the label available for future use; it does not rewrite the transaction history or alter the underlying transaction.Archive a category
Choose the archive action and confirm. An archived custom category is removed from the category picker for new transactions, but transactions already tagged with it keep their existing label. Archiving is not the same as deleting historical categorization.Default categories
Default categories appear in their own list. They are provided by Lemma and cannot be renamed or archived from this page.Applying a category
You do not need to open Settings to categorize a transaction:- Open a transaction and choose a value from Category.
- When sending money, choose the optional Category before submitting the transfer. If the transfer requires approval, the category is applied when the transfer is approved and sent.