Using categories dialog
Expense/Income switcher
Toggle the category list with Expense/Income categories only
Menu Button
| Import | Import and merge some categories from a CSV file |
|---|---|
| Export | export the entire categories list into a CSV file |
| Delete unused | delete all unused category |
Please refer to CSV file format for the file description.
Categories list
display category name and usage count
the usage count:
- transaction/split
- payee default category
- template/scheduled transaction
- assignment rule
- default car cost usage is also by default 'No category'
Category name
type a new category name here and press return to add.
Subcategory name
- select the category to add subcategory to in the category list
- type a new subcategory name here and press return to add.
Buttons
| Add | toggle the categoryname widget visible/invisible |
|---|---|
| Merge | merge the current category to a new one you will select |
| Delete | delete the selected branch or categories, i.e. if a category is selected, all subcategories will be deleted |
Edit
To edit a category, double click on it.