Chapter 7. Categories

Roger Lum

Michael Carpino

Jack H. Ostroff

Revision 5.2.0 (2024-12-01)

Internally, Categories are treated by KMyMoney as a special type of account, so many of the features of Categories are very similar to those of other Accounts.

Categories View

categories view

The Categories View provides a summary of all the existing categories in your current data file. Similar to the Accounts View, categories are grouped into Income and Expense. As with the Institutions View and Accounts View, the list of categories can be expanded or collapsed by clicking the arrow to the left of the type or name. As with Asset and Liability Accounts, Categories can be considered subcategories, with a parent of another category instead of the top-level Income or Expense.

Similar to the Accounts View, the Categories View displays several columns with descriptive and summary information about each category. As with the Accounts View, you can select which columns are shown by right-clicking any column heading and selecting or unselecting the checkbox next to the name of the column.

The columns available for Categories are identical to those for Accounts for Name, Type, Tax, VAT, Balance, and Total Value. Online, Account Number, and IBAN are not applicable to Categories. There is one additional column available.

CC

An indication that a cost center assignment is necessary under certain conditions when entering a transaction for this category. This is a recently added feature, which is not yet implemented, so this column is not currently used. In addition, it may not show up at all, depending on the value of a build time configuration setting.