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

### 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 category name and usage count

### Buttons

Edit | open a dialog to edit the selected category
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

### 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.