Categories and keywords

Categories are at the heart of Piastro. Every transaction is linked to a category (Groceries, Transport, Entertainment…) which helps you understand where your money goes and build relevant budgets.

Default categories

When your workspace is created, Piastro loads a default set of categories covering common expenses:

Groceries, Transport, Housing, Restaurants, Entertainment, Health, Subscriptions, Education, Clothing, Gifts, Telecommunications, etc.

You can edit, delete, or add as many categories as you need.

Customize your categories

1. Go to Settings → Categories.
2. Edit the name or color of an existing category.
3. Add a new category with the + button.
4. Delete an unused category (associated transactions are not deleted).

Keywords

Keywords let Piastro automatically categorize your transactions. Each category can have one or more associated keywords.

How it works

1. When a transaction is imported, Piastro analyzes its bank description.
2. If the description contains a keyword linked to a category, it is automatically assigned.
3. Example: if "IGA" is a keyword for Groceries, any transaction containing "IGA" will be categorized as Groceries.

Manage keywords

1. In Settings → Categories, click on a category to see its keywords.
2. Add a keyword by typing it in the input field.
3. Remove a keyword by clicking the X next to it.
4. A keyword can only belong to one category at a time.

To learn more about how auto-categorization works: Auto-categorization.

Tips

• Use short, unique keywords (e.g. "IGA" rather than "IGA EXTRA SAINT-JEAN").
• Group variations of the same store (e.g. "MAXI", "PROVIGO", "IGA" → Groceries).
• Regularly check uncategorized transactions to enrich your keywords.