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How to Navigate the Categories Section

Settings → Categories opens a built-in reference table that maps Sumung's transaction categories to chart-of-accounts groupings - it's a lookup table, not an…

Steps

  1. Go to Settings → Categories.
  2. Use the search bar to filter by ID, group, primary category, or CoA hint.
  3. Review columns: Category ID, Group, Primary, Secondary, Detail path, Bank-rule canonical, and CoA hints.
  4. Use the page-number controls at the bottom to browse - there are 602 entries shown 25 per page by default.

Related Articles

  • What Are Categories and Why They Matter
  • How to Map Categories to Chart of Accounts
  • How to Organise Categories for Better Financial Reporting

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