Settings

Categories and groups organize the same actual entries used everywhere. Deleting either keeps entries and clears their assignment; recurring rules are updated too.

Groups

A group can hold one-off entries and recurring rules. Deleting a group unassigns its entries and rules.

Car
Car-related costs
Edit group
Home
House-related costs
Edit group

Categories

Categories are available in entry and rule forms. Renaming updates every matching entry and rule.

charge
58 entries and rules
Rename category

Data model

Recurring rules and actual entries are separate records. The dashboard, ledger, group pages, API summaries, and chart all use the same report aggregation. See About for the exact measures.