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Dictionaries
Dictionaries for classifying financial operations
Income
Expenses
Income
Expenses
Income
Expenses
Income
Expenses
Expenses
Expenses
Expenses
Expenses
Income
Expenses
Income
Expenses
Income
Expenses
Income
Expenses
Income
Expenses
Income
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Tidy up your basic lists
On this page you manage the lists you need every day: categories, tags, counterparties, projects and import rules. They help you name operations consistently, find records faster and keep everything tidy.
In plain words:
This is the page where you agree with the program on exactly how to name and sort your money onto shelves.
What each tab is responsible for:
- Categories — “what kind of income or expense this is”;
- Tags — an extra label on top of a category;
- Counterparties — who the operation was with;
- Projects — which case or line of work to attribute the money movement to;
- Import rules — automatic recognition of statements.
Tip for beginners:
If you are here for the first time, take the short tour — it will show which list is responsible for what and where it's best to start.