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Track money

Organize spending the way you actually think about it.

Every transaction gets a category, so your spending reports stay meaningful. Add tags on top for the flexible, one-off grouping a category can't capture.

Built-in and custom categories
Auto-categorized from Plaid
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Two systems, used together

Categories and tags aren't a choice—they work side by side.

Categories are the required, structured backbone behind your reports. Tags are optional and free-form, layered on top for context a category alone can't hold.

Organization tool

Categories

Classify what a transaction is, with up to three levels of hierarchy—built-in defaults or your own.

Categories guide
Required
Yes — every transaction has one
Per transaction
One
Used in reports
Yes — powers spending reports
Organization tool

Tags

Add free-form labels on top of a category for grouping that doesn't fit neatly into one bucket.

Tags guide
Required
No — optional
Per transaction
Multiple, or none
Used in reports
No — your own flexible grouping
Questions, answered

Details that matter.

Can I rename or delete a category I created?

Categories you create can be managed from the settings area. Renaming a category updates it everywhere it's been used. Deleting one removes it from any transactions it was assigned to—those transactions will need a new category. Built-in default categories can't be renamed or deleted.

Can I delete a tag?

Yes. Deleting a tag removes it from all transactions it was applied to. The transactions themselves aren't affected.

Do Plaid-imported transactions come with categories?

Some do. Plaid provides merchant category data for many transactions, and ClearCash maps these to a matching category where possible. You can change the category on any transaction at any time.

Spending reports that actually make sense.

Categorize automatically, organize your way, and add the context that matters with tags.

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