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6 <title>Categories dialog</title>
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10 <div class="dochead">
11 HomeBank User manual
12 </div>
13 <div class="title">
14 <h1>Categories dialog</h1>
15 <p>The categories dialog is used to add, edit and manage the <a href="00-lexicon.html#categories">categories</a> of the current wallet.</p>
16 <h2>Dialog call</h2>
17 <ul>
18 <li>main window menu: Manage / Categories.</li>
19 <li>main window tool bar.</li>
20 </ul>
21 </div>
22 <div class="rounded content">
23 <h2>Using categories dialog</h2>
24 <p><img class="gtkshot right" src="images/dlg-category1.png"></p>
25 <h3><img src="images/1.png"> Expense/Income switcher</h3>
26 <p>Toggle the category list with Expense/Income categories only</p>
27 <h3><img src="images/2.png"> Category name</h3>
28 <p>type a new category name here and press return to add.</p>
29 <h3><img src="images/2.png"> Subcategory name</h3>
30 <p>- select the category to add subcategory to in the category list<br>
31 - type a new subcategory name here and press return to add.</p>
32 <h3><img src="images/3.png"> Categories list</h3>
33 <p>display category name and usage count</p>
34 <h3><img src="images/4.png"> Buttons</h3>
35 <table class="widgetinfo">
36 <tr>
37 <th>Edit</th>
38 <td>open a dialog to edit the selected category</td>
39 </tr>
40 <tr>
41 <th>Merge</th>
42 <td>merge the current category to a new one you will select</td>
43 </tr>
44 <tr>
45 <th>Delete</th>
46 <td>delete the selected branch or categories, i.e. if a category is selected, all subcategories will be deleted</td>
47 </tr>
48 </table>
49 <h3><img src="images/5.png"> Menu Button</h3>
50 <table class="widgetinfo">
51 <tr>
52 <th>Import</th>
53 <td>Import and merge some categories from a CSV file</td>
54 </tr>
55 <tr>
56 <th>Export</th>
57 <td>export the entire categories list into a CSV file</td>
58 </tr>
59 <tr>
60 <th>Delete unused</th>
61 <td>delete all unused category</td>
62 </tr>
63 </table>
64 <p>Please refer to <a href="misc-csvformat.html#cat">CSV file format</a> for the file description.</p>
65 </div>
66 </body>
67 </html>
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