Transaction Categories

MoneyKit assigns hierarchical categories to transactions, using dotted notation in the format category[.subcategory][.extra].

The .subcategory suffix is optional, and may be omitted, or given as .other where a more exact subcategory can’t reasonably be assigned.

If the subcategory is other, extra information may be appended as another dotted string; for example, fee.other.misc_charge or wages.other.supplemental.

Categories

income

• wages
• bonus
• interest
• investment
• reimbursement
• deposit
• cash

housing

• rent_and_mortgage
• utilities
• home_improvement
• home_insurance

debt

• student_loan_payment
• credit_card_payment
• personal_loan_payment

expense

• business_expenses
• personal_expenses
• taxes

transfer

• atm_withdrawal
• investment_and_retirement
• account_transfer

transport

• auto_insurance
• auto_payment
• auto_maintenance
• parking
• gas
• public_transit
• taxis_and_ride_share

food_and_drink

• restaurants
• groceries
• coffee_shops
• alcohol_and_bars
• fast_food

entertainment

• amusement
• arts
• movies_and_tv
• music

health

• health_insurance
• gym
• medical
• hair_and_beauty
• pharmacy

fee

• atm_fees
• interest_fees
• foreign_transaction_fees

shopping

• clothing
• online_marketplace
• electronics
• hobbies
• pets

travel

• air_travel
• lodging
• vacation

education

• books
• tuition

gift

• gift
• charity

other