Help · Budgeting

Tidying categories

Open Clean up categories… below the budget, or the broom beside the budget in Settings. You can also archive, merge or delete one category from its own settings.

Archive

The category leaves your budget, but its history stays, so reports still show what was spent in it (under Archived). Money left in it moves to Left to assign or to a category you choose. Past months don't change.

Restore an archived category from the Archived tab to put it back in its group.

Merge

Moves everything (transactions, assigned amounts and reassignments) into another category, then deletes this one. Each month's total is unchanged. Use it for two categories that are really one, like Gas and Fuel.

Hide

The category stays in its group but out of sight. To see hidden categories, tick Show hidden categories below the budget. Use it for a category you'll need again, such as a seasonal one.

Delete

Only a category that's never been used on a transaction can be deleted, since nothing is lost. Anything with history is archived or merged instead.

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