Banking

Report categories

Structure: Personal or Business → Income or Expense → specific categories (Entertainment, Groceries, …). Transactions link to the leaf for type, report category, and rules.

Edit

Category node

Top level should be Personal or Business. Second level Income or Expense. Third level is the value stored as the report category (e.g. Entertainment).

Cancel edit

Starter

Default tree

Creates Personal › Income|Expense › common leaves and Business › Income|Expense › common leaves, only where names are missing.

All nodes

Browse tree

Path Sort
Business 0 Edit
Personal 0 Edit
Business › Expenses 0 Edit
Business › Income 0 Edit
Business › Needs Review 0 Edit
Business › Transfer 0 Edit
Personal › Expenses 0 Edit
Personal › Income 0 Edit
Personal › Needs Review 0 Edit
Personal › Transfer 0 Edit
Business › Expenses › Advertising 0 Edit
Business › Expenses › Automotive 0 Edit
Business › Expenses › Bank Fees 0 Edit
Business › Expenses › Home Repair or Service 0 Edit
Business › Expenses › Interest 0 Edit
Business › Expenses › Loan 0 Edit
Business › Expenses › Other 0 Edit
Business › Expenses › Professional Services 0 Edit
Business › Expenses › Software 0 Edit
Business › Expenses › Supplies 0 Edit
Business › Expenses › Utilities 0 Edit
Business › Expenses › Web 0 Edit
Personal › Expenses › Automotive 0 Edit
Personal › Expenses › Bank Fees 0 Edit
Personal › Expenses › Bills 0 Edit
Personal › Expenses › Charity 0 Edit
Personal › Expenses › Dining 0 Edit
Personal › Expenses › Doctors 0 Edit
Personal › Expenses › Entertainment 0 Edit
Personal › Expenses › Gas 0 Edit
Personal › Expenses › Groceries 0 Edit
Personal › Expenses › Home Repair or Service 0 Edit
Personal › Expenses › Interest 0 Edit
Personal › Expenses › Loan 0 Edit
Personal › Expenses › Medical 0 Edit
Personal › Expenses › Other 0 Edit
Personal › Expenses › Pharmacy 0 Edit
Personal › Expenses › Utilities 0 Edit
Business › Transfer › Credit Card Payment 0 Edit
Business › Transfer › Internal Transfer 0 Edit
Business › Transfer › Loan 0 Edit
Business › Transfer › Payment 0 Edit
Personal › Transfer › Credit Card Payment 0 Edit
Personal › Transfer › Internal Transfer 0 Edit
Personal › Transfer › Loan 0 Edit
Personal › Transfer › Payment 0 Edit
Personal › Expenses › Utilities › Electric 0 Edit
Personal › Expenses › Utilities › Internet 0 Edit
Personal › Expenses › Utilities › Phone 0 Edit
Personal › Expenses › Utilities › Trash 0 Edit

Activity Log

Recent Bank Transactions and Errors

Transactions

WhenActionEntityBy
2026-06-10 14:59:34importbank_import_batch #62anonymous
2026-06-10 14:59:17importbank_import_batch #61anonymous
2026-06-10 14:59:02importbank_import_batch #60anonymous
2026-06-10 14:58:32importbank_import_batch #59anonymous
2026-06-10 14:57:16importbank_import_batch #58anonymous
2026-06-10 14:56:01importbank_import_batch #57anonymous
2026-06-10 14:55:41importbank_import_batch #56anonymous
2026-06-10 14:55:09importbank_import_batch #55anonymous
2026-06-10 14:54:43importbank_import_batch #54anonymous
2026-06-10 14:52:21importbank_import_batch #53anonymous
2026-06-10 14:52:02importbank_import_batch #52anonymous
2026-06-10 14:51:25importbank_import_batch #51anonymous
2026-06-10 14:51:00importbank_import_batch #50anonymous
2026-06-10 14:50:47importbank_import_batch #49anonymous
2026-06-10 14:50:02importbank_import_batch #48anonymous
2026-06-10 14:49:00importbank_import_batch #47anonymous
2026-06-10 14:44:50importbank_import_batch #46anonymous
2026-06-10 14:44:32importbank_import_batch #45anonymous
2026-06-10 14:44:13importbank_import_batch #44anonymous
2026-06-10 14:43:56importbank_import_batch #43anonymous
2026-06-10 14:43:19importbank_import_batch #42anonymous
2026-06-10 14:42:44importbank_import_batch #41anonymous
2026-06-10 14:42:34importbank_import_batch #40anonymous
2026-06-10 14:42:24importbank_import_batch #39anonymous
2026-05-08 19:01:40importbank_import_batch #38anonymous

Errors

WhenSeveritySourceMessage
2026-07-09 10:19:35page_okbank_report_categories.phpRequest completed successfully
2026-07-09 10:19:30page_okbank_report_categories.phpRequest completed successfully
2026-07-09 10:19:20page_okbank_transactions.phpRequest completed successfully
2026-07-09 10:19:15page_okbank_report_categories.phpRequest completed successfully
2026-07-09 10:19:10page_okbank_report_categories.phpRequest completed successfully
2026-07-09 10:19:05page_okbank_report_categories.phpRequest completed successfully
2026-07-09 10:18:55page_okbank_transactions.phpRequest completed successfully
2026-07-09 10:17:34page_okbank_transactions.phpRequest completed successfully
2026-07-09 10:17:29page_okbank_transactions.phpRequest completed successfully
2026-07-09 10:17:19page_okbank_transactions.phpRequest completed successfully
2026-07-09 10:17:14page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:44page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:39page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:34page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:29page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:24page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:19page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:14page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:09page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:32:04page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:31:59page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:30:28page_okbank_transactions.phpRequest completed successfully
2026-07-09 09:30:23page_okbank_transactions.phpRequest completed successfully
2026-07-09 08:54:34page_okbank_transactions.phpRequest completed successfully
2026-07-09 08:54:29page_okbank_transactions.phpRequest completed successfully