Categories vs. category rules

Receipt has two related but separate features:

Categories (this guide) — the list of labels available when you assign spending to a type (e.g. Dining, Travel, Office Supplies).
Category guidance / automation surfaces — classification hints and related governance flows that influence how receipts are categorised. See Category Rules.

You manage both, but they live in different settings screens.

Who can manage categories

Category management is organisation-scoped. The exact permission matrix depends on the role and permission model exposed by your deployment.

Viewing your category list

Open the category-management page exposed by your current client. Shared Web and mobile code both include dedicated category-management screens.

Creating a new category

Create a category from the category-management screen your current client exposes.

The new category is immediately available when adding or editing any receipt in the ledger.

Renaming a category

Rename the category from the category-management screen when your client exposes that action.

All receipts currently assigned to this category are updated automatically to reflect the new name. Reports and exports also update immediately.

Reordering categories

Some category-management views support explicit ordering or tree maintenance. Use the current client behavior rather than relying on old screenshots or drag-handle descriptions.

Deleting a category

Deletion, reassignment, default-category behavior, and category nesting vary by current client and deployment. Only use the actions your active category-management screen actually exposes.

Tips for a clean category structure

Keep the list short. 8–15 categories is usually enough. More categories lead to inconsistent assignment and fragmented charts.
Mirror your tax filing structure. If your accountant uses standard expense heads, match them in Stareceipt so exports align with your tax return.
Use labels for cross-category grouping. If you need to track "office refurbishment spend" across Furniture, Equipment, and Contractors, use a label rather than three separate categories — see Labels & Tags.