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Every expense in Penzum — whether you enter it manually or it arrives via a bank import — belongs to a category. Categories are the backbone of your financial overview: they group your spending into recognisable buckets, power the charts on your dashboard, and make it easy to explain your costs at a glance (or to your accountant).

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Available categories

Penzum provides a fixed set of business-relevant categories that cover the most common sole-trader expenses. You don’t need to create or name anything yourself — just pick the one that fits.
CategoryTypical examples
Office supplies & printingPaper, toner cartridges, stationery, binding supplies
IT & computersLaptop, desktop, monitor, software licences, SaaS subscriptions
Phone & internetMobile plan, broadband connection, VoIP service
VehicleFuel, parking fees, car service, tyres
Travel & accommodationTrain tickets, flights, taxi, hotel stays
Marketing & advertisingOnline ads, print materials, website costs, graphic design
Accountant & consultantAccountancy fees, legal advice, business consultancy
Bank & financial feesAccount maintenance charges, per-transaction fees, card fees
Other business expenseAny legitimate business cost that does not fit a specific category above
The Other business expense category is a valid catch-all — use it freely. If you find yourself using it for the same type of cost repeatedly, that is a signal worth noting for your own records or discussing with your accountant.

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Changing a category

Choosing the wrong category is not a problem — you can correct it at any time without losing any data.
1

Find the expense

Go to Expenses (for manually entered records) or Bank (for imported transactions) and locate the row you want to update.
2

Open the expense detail

Click anywhere on the expense row. The detail panel opens on the right side of the screen.
3

Select a new category

Click the current category label, then choose the correct category from the dropdown list.
4

Confirm

The change saves instantly. Your dashboard totals and reports update automatically to reflect the new categorisation.
After you import a batch of bank transactions, do a quick pass through the Bank section to review the default categories. Reassigning a handful of rows takes only a minute and makes your monthly reports far more useful.

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How categories affect your reports

Dashboard charts, monthly summaries, and any exports group your spending by category. The more accurately you categorise your expenses, the more useful these views become — both for your own planning and for preparing materials for your accountant at tax time.
Penzum does not validate whether a category matches Hungarian tax rules for deductibility. Always confirm the correct tax treatment of a specific expense with a qualified accountant.