Managing categories
Categories are the building blocks of a household budget. Spendle comes with a default set that can be adjusted, extended or reordered as needed.
Where to find it
Section titled “Where to find it”Open More > Manage > Categories. Categories are ordered by group (Housing, Transport, Food, Household, and so on).
Creating a new category
Section titled “Creating a new category”-
Click + New category.
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Enter a name, group and color. The color appears in charts and reports.
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Choose the type: income, expense or transfer. Optionally indicate that it is an internal transfer (see Glossary — Internal transfers).
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Save. The category is immediately available.
Renaming or moving categories
Section titled “Renaming or moving categories”Click a category to edit it. Name, color and group can all be changed. Historical transactions move along automatically.
Merging
Section titled “Merging”Are there two categories that should really be one? See Merging data.
Applying the Nibud template
Section titled “Applying the Nibud template”Via Update categories from template, the Spendle template Personal finance can be loaded. Existing categories are updated with the correct group and group type; missing categories are added. See Update categories to Nibud layout.