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' +
Using categories dialog
- -
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.
Categories list
-
- display the category and subcategory, sorted - alphabetically.
- -
Buttons
-
- | Is income | - -when checked, this set the category to be an income - category (for sort purpose). | -
|---|---|
| Add | - -add category/subcategory if the relative category name is - not empty. | -
| Remove | - -remove the selected branch or categories, i.e. if a - category is selected, all subcategories will be removed. | -
| Edit | - -open a dialog to edit the selected category | -
Buttons
-
- | Import | - -Import and merge some categories from a csv file. | -
|---|---|
| Export | - -export the entire categories list into a csv file. | -
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.
Please refer to csv file - format for the file description.
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