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Category Management

Category management screenshot

Categories in Periodix-Planner allow you to organize and track your time investments across different areas of your life.

🎯 Overview

Categories are the foundation of the time budgeting system. They represent different areas where you invest your time:

  • Work - Professional activities
  • Health - Exercise, wellness, self-care
  • Learning - Education, skill development
  • Relationships - Family, friends, social activities
  • Personal Projects - Hobbies, creative pursuits

🎨 Creating Categories

In Settings

  1. Go to SettingsPeriodix-PlannerCategories tab
  2. Click Add Category
  3. Enter a category name
  4. Choose a color for visual identification
  5. Click Save

Category Properties

  • Name - Unique identifier for the category
  • Color - Hex color code (e.g., #3B82F6)
  • ID - Auto-generated unique identifier

📊 Using Categories

In Time Budgets

Categories appear in:

  • Time budget code blocks
  • Allocation editor
  • Visual statistics
  • Budget tracking

Allocation

Allocate time to categories:

  • Set hours per category
  • Track across time periods
  • Monitor budget status
  • View visual breakdowns

🔄 Managing Categories

Editing

  1. Go to SettingsPeriodix-PlannerCategories
  2. Click on a category
  3. Modify name or color
  4. Save changes

Deleting

⚠️ Warning: Deleting a category removes it from all allocations. Consider:

  • Reviewing affected periods first
  • Reallocating time to other categories
  • Backing up allocations if needed

Related: Learn about Time Budgeting and Configuration.