Dictionaries

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Dictionaries

Dictionaries for classifying financial operations

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 decide once how to name your money and sort it 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.

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