Categories

The taxonomy you use to tag transactions. Each category has a sign convention (income or expense) that drives the expectations across reports and budgets.

Tabs (conditional)

When you've enabled either classification in Book Settings, the top of the screen shows up to three tabs:

• Categories — the main taxonomy.
• \<C1 name> — the first classification.
• \<C2 name> — the second classification.

Tap a tab to manage that dimension's values.

Header icons

• Search — filter by name.
• New category — open the new-category form, pre-filled with

the active tab's classification.

Rows

Categories render hierarchically: a parent row, then indented children. Tap any row to edit.

Merge

Long-press to enter selection mode, pick the categories you want to fold together, then tap Merge. The first selection becomes the surviving row; every transaction referencing the others is rewritten.

Delete

Long-press → trash icon (or tap Delete on the edit screen) opens the delete-with-reassign sheet:

• The header summarises the impact ("N transactions, M recurring

templates affected").

• The target picker chooses where to reassign the orphaned

references. Unassign (move to the placeholder Uncategorised) is pinned first.

• Delete commits in a single DB transaction — cascade reassign

+ remove.

Tips

• A category's sign convention cannot be changed once it has

transactions — flipping it would silently invert the sign on every historical row. Create a new category and merge into it.

• Budgets attach per-category — see the Budget tab for the

per-month envelope view.