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
2026-05-08 19:01:40importbank_import_batch #38anonymous
2026-05-08 19:00:49importbank_import_batch #37anonymous
2026-05-08 19:00:36importbank_import_batch #36anonymous
2026-05-08 19:00:13importbank_import_batch #35anonymous
2026-05-08 18:59:37importbank_import_batch #34anonymous
2026-05-08 18:59:21importbank_import_batch #33anonymous
2026-05-08 18:59:08importbank_import_batch #32anonymous
2026-05-08 18:58:47importbank_import_batch #31anonymous
2026-05-08 18:57:52importbank_import_batch #30anonymous
2026-05-08 18:57:43importbank_import_batch #29anonymous
2026-05-08 18:57:30importbank_import_batch #28anonymous
2026-05-08 18:57:06importbank_import_batch #27anonymous
2026-05-08 18:56:18importbank_import_batch #26anonymous
2026-05-08 18:56:02importbank_import_batch #25anonymous
2026-05-08 18:55:28importbank_import_batch #24anonymous
2026-05-08 18:55:12importbank_import_batch #23anonymous
2026-05-08 18:52:05importbank_import_batch #22anonymous
2026-05-08 18:51:50importbank_import_batch #21anonymous
2026-05-08 18:51:17importbank_import_batch #20anonymous
2026-05-03 15:27:11report_category_applybank_transaction #46anonymous
2026-05-03 15:27:11createbank_classification_rule #52anonymous
2026-05-03 15:26:35report_category_applybank_transaction #4405anonymous
2026-05-03 15:26:35createbank_classification_rule #51anonymous
2026-05-03 15:26:11report_category_applybank_transaction #4415anonymous
2026-05-03 15:26:11createbank_classification_rule #50anonymous

Errors

WhenSeveritySourceMessage
2026-05-09 23:43:40page_okbank_transactions.phpRequest completed successfully
2026-05-09 23:37:37page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:44:12page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:44:07page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:57page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:47page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:42page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:32page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:27page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:17page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:12page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:07page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:43:02page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:57page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:52page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:47page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:46page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:27page_okbank_report_categories.phpRequest completed successfully
2026-05-09 22:42:21page_okbank_transactions.phpRequest completed successfully
2026-05-09 22:42:12page_okbank_report_categories.phpRequest completed successfully
2026-05-09 22:41:42page_okbank_report_categories.phpRequest completed successfully
2026-05-09 21:40:33page_okbank_transactions.phpRequest completed successfully
2026-05-09 21:40:28page_okbank_transactions.phpRequest completed successfully
2026-05-09 21:40:23page_okbank_transactions.phpRequest completed successfully
2026-05-09 21:40:18page_okbank_transactions.phpRequest completed successfully