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Categories

Alzex Personal Finance software is based on the idea of dividing income (and expenses) by categories. This allows you to see areas of expenditure and amount of money spent without having to analyze reports. The system of categories is designed in the form of a tree with unlimited nesting. Each category may have its own sub categories, and sub categories may have their own sub categories. Also transactions can be separated by family members and defined with special tags. As a result, you can easily evaluate the flow of money, starting from the big picture and down to the smallest details.
 
The system of categories allows you to separate transactions by their type. It helps you to track home budget, know exactly how much money is spent and what categories that money is spent on, pinpoint areas of excessive expenditure and cut down unnecessary expenses. The same can be said about separating by family members, payees and projects. Tags are like categories. However, a transaction may have only one category and unlimited number of tags.
 
To move one category to another, simply drag it with the mouse. Drag the category to the empty place to move it to the root.
 
Categories
1

Transactions

List of categories for transactions.
2

Events

List of categories for events. (this function is available only for the commercial license)
3

Budget

List of categories for items of budget and savings.
4

Loans

List of categories for debts and credits.
5

Family members

List of family members.
6

Payee

List of payees. (this function is available only for the commercial license)
7

Projects

List of projects. (this function is available only for the commercial license)
8

Tags

List of tags.
9

Add

Add a new category (family member, tag, etc.).
10

Add child

Add a child category to the selected category.
11

Edit

Edit a category.
12

Delete

Delete a category. All transactions of this category move to the parent category.
13

Sort

13. Sort
Sort categories. Move an item up or down, sort the entire tree in alphabetical order.