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# Money categories and entries saved for later

Categories sort your money into groups such as **Feed** or **Animal sale**, so your totals and reports make sense. When an entry needs one more detail, Creatures keeps it under **Saved for later** until you finish it.

## Find a category

Open **Finance**, select **Add money**, then **Enter details**, and open **Category and more details**. The **Category** list shows eight choices for **Money out** or **Money in**. Preferred categories come first. The other choices reflect how these records are set up and the categories you use most.

For anything else, select **All categories**. Type a word in **Search categories**, or scroll the full list. Money out has choices like **Insurance**, **Rent and pasture lease**, **Shows** and **Equipment and assets**. Money in includes **Grant**. Pick one, and it takes the last spot in the list for this entry.

![All categories with lease typed in Search categories and Rent and pasture lease found](https://cdn-test.creatures.com/fee/b33/736/a0500.png?width=632)

## Put your own categories first

If you own the records, you can choose which categories show first.

1. In **Add money**, select **Enter details**, open **Category and more details**, then select **Customize categories**.
2. Tick the categories you use most.
3. Put them in order with the up and down arrows.
4. Select **Save category preferences**.

Your choices now lead the list for everyone adding money to these records. Money out and Money in each have their own order, so set up each one. Only the owner of the records sees this button.

![Customize categories with Feed, Vet and medicine, and Breeding and stud fees ticked and in order](https://cdn-test.creatures.com/ca8/9df/e84/1841a.png?width=1306)

## What Category and more details means

- **Financial treatment** says what happened. It starts empty. Choose **Paid purchase** for a bill you paid, or **Received income** for money you got.
- **Category detail** says what kind of money it is. For **Feed**, choose **Consumed supplies**. For an **Animal sale**, choose **Raised or own-produced** or **Bought for resale**. For **Vet and medicine**, choose **Treatment** or **Health testing**.
- **Money account** is where the money came from or went. It starts empty too.
- **This cost belongs in these records** starts unticked. Tick it for money out. For money in, **This income belongs in these records** is optional.
- **Confirm this financial treatment and any selected account** must be ticked for **Other income**, **Other expense**, **Gift**, **Grant**, **Sponsorship** and **Equipment and assets**.
- A **Sponsorship** also needs **Confirm what the sponsorship provides**. A **Grant** needs a **Grant purpose** and **Confirm the grant restrictions**.

## Why an entry was saved for later

An entry is saved for later when:

- **Direction**, **Date**, **Amount**, **Currency**, the **I confirm this currency** tick or **Description** is empty
- a field under **Category and more details** is missing, such as an **Animal sale** with no **Category detail**
- one of the categories above is missing a confirm tick, or a **Grant** is missing its purpose
- the **Currency** isn't your records' currency and its value hasn't been confirmed yet
- you selected **Save for later** yourself

The card stays open. If a detail is missing, a note at the top starts with "Saved for later" and says what to confirm. Creatures takes you to it or opens **Category and more details**. Fill it in and select **Save**. Or select **Done** and come back later.

![Saved for later note at the top of the Add money card, asking to confirm the money account](https://cdn-test.creatures.com/df4/2cd/4aa/b27d9.png?width=1598)

## Finish an entry saved for later

1. Open **Finance** and select **Add money**. Below the card, the **Saved for later** list shows each entry and how you added it, such as **Entered details** or **Photo**. The same list is in **Receipts**, and the **Money** page shows these entries under **Needs a tap**.
2. Select **Resume**. The card opens with what you typed.
3. Add the missing detail and select **Save**.

![Saved for later list on a phone with an Entered details entry and a Resume button](https://cdn-test.creatures.com/afd/26b/99f/01523.png?width=780)

Don't need it? On the card, select **Discard this capture**, type a **Reason**, then select **Discard capture**.

Saved it from the **Add income or expense** form instead, such as from **Advanced entry** on an animal's Finance tab? **Resume** opens that form again. Finish it there with **Save transaction**. To drop it, type a **Discard reason** and select **Discard pending capture**.

## Not sure which category?

- Choose the closest one and add details in the note.
- Categories organize your records. They don't decide your taxes, so ask your accountant when it matters.

### Related information

- [Recording money in and out](https://help.creatures.com/en/article/recording-money-in-and-out-1p10al4/)
- [Understanding your finance dashboard](https://help.creatures.com/en/article/understanding-your-finance-dashboard-mgppma/)
- [Add a receipt from your phone or computer](https://help.creatures.com/en/article/add-a-receipt-from-your-phone-or-computer-4z7vki/)
- [Prepare your year-end package for your accountant](https://help.creatures.com/en/article/prepare-your-year-end-package-for-your-accountant-105owj5/)