Category Settings
Rename, merge, and map raw Plaid categories to the labels you use in budgets and charts.
Categories in this sample dataset
- Coffee Shops
- Groceries
- Gyms & Fitness
- Healthcare
- Payroll
- Public Transportation
- Rent
- Restaurants
- Shopping
- Utilities
With a real account you can edit rules per category; here the list is read-only for the tour.