HomeBank User manual

# Categories dialog

The categories dialog is used to add, edit and manage the categories of the current wallet.

## Dialog call

- main window menu: Manage / Categories.
- main window tool bar.

## 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'

### Buttons

Add | toggle the categoryname widget visible/invisible
Edit | edit the active category.
Move/Merge | move or 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.

### 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.