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

### View buttons

Show hidden | Toggle show/hide of hidden categories
Show usage | Toggle show/hide usage columns
Type switcher | Toggle the category list with Expense/Income categories only

### Quick search

A quick search text filter. You can use CTRL+F to activate and ESC to clear.

### Menu Button

Import CSV | Import and merge some categories from a CSV file
Export CSV | 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 (# column)
the count in parenthesis is the usage of the sole category, when it has some subcategories
the usage count:

- txn: transaction/split
- cfg: payee default category
- cfg: template/scheduled transaction
- cfg: assignment rule
- cfg: default car cost usage is also by default 'No category'

Edit
To edit a category, double click on it.

### Action buttons

Add | toggle the category name widget visible/invisible
Delete | delete the selected branch or categories, i.e. if a category is selected, all subcategories will be deleted
Edit | edit the active category.
Move/Merge | move or merge the current category to a new one you will select
Hide/Show | toggle the active category to be visible or not into drop-down lists

### 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.