Help Center › Manage Categories
Free Feature

Manage Categories

Categories are the backbone of your expense tracking. Every transaction you log gets assigned to a category — Food, Transport, Shopping, Bills, and so on. Pocket Clear comes with a set of sensible defaults, but you can fully customize the list to match how you actually spend.

You can add new categories, rename existing ones, change their icons, reorder them to put your most-used categories first, and delete ones you never use. Categories appear in the transaction form when you log an expense, and they power your category breakdown on the Home screen and in reports.

Deleting a category does not delete any transactions that were assigned to it. Those transactions will simply show as "Uncategorized" until you reassign them. Your data is always safe.

How to manage categories

  1. Open Pocket Clear and tap Settings (gear icon).
  2. Tap Manage Categories.
  3. To add a category, tap the "+" button at the bottom of the list. Enter a name and choose an icon.
  4. To edit a category, tap on it to change the name or icon.
  5. To reorder, long-press a category and drag it to a new position, or tap the up or down arrow on the right of a category's row to move it one place at a time. Put your most-used categories at the top so they come first when you log a transaction.
  6. To delete, swipe left on a category and confirm. Existing transactions will become uncategorized.
Manage Categories screen showing the list of categories with reorder handles, plus button, and swipe-to-delete.
Rename, reorder or remove any of the defaults.
Open one to edit it or add subcategories.
The arrows move a category up or down the list.
Name it and pick an icon — that is all.
Search by name or browse by group.
Food & Dining already splits into restaurants, coffee, takeout.
Tap + next to Subcategories and name it.
Subcategory chips appear once you choose the category.
Rename, reorder or remove any of the defaults.
Rename, reorder or remove any of the defaults.
Open one to edit it or add subcategories.
Open one to edit it or add subcategories.
The arrows move a category up or down the list.
The arrows move a category up or down the list.
Name it and pick an icon — that is all.
Name it and pick an icon — that is all.
Search by name or browse by group.
Search by name or browse by group.
Food & Dining already splits into restaurants, coffee, takeout.
Food & Dining already splits into restaurants, coffee, takeout.
Tap + next to Subcategories and name it.
Tap + next to Subcategories and name it.
Subcategory chips appear once you choose the category.
Subcategory chips appear once you choose the category.

Default categories

When you first install Pocket Clear, you start with these categories: Food, Transport, Shopping, Bills, Entertainment, Health, Education, and Other. You can rename, reorder, or delete any of them.

Subcategories

For finer organization, you can add subcategories beneath any category — for example "Groceries" and "Restaurants" under Food, or "Fuel" and "Parking" under Transport. When a transaction has a subcategory, it appears in your lists as "Category · Subcategory", giving you more detail without cluttering the main category list. Open a category from Manage Categories to add, rename, reorder, or remove its subcategories. As with categories, deleting a subcategory never deletes the transactions assigned to it.

Choosing an icon

The icon picker has 95 icons grouped into sections such as Food & Drink, Transport and Home & Utilities. Type in the search box at the top to filter — search matches the icon's name and its keywords, so "coffee" finds the cafe cup and "petrol" finds the fuel pump.

The sections most useful for what you are editing appear first, and every other section follows underneath, so any icon can be used anywhere.

Icons sync with your partner. Pocket Clear shows the closest matching icon for your platform, so a category your partner picked on Android looks right on iPhone and vice versa.

Still need help? Email us at [email protected]