Alzex Personal Finance & home budget software user manual. Copyright (c) Alexandr Shirokov. All rights reserved.
Home accounting is based on the idea of sorting income and expenses into categories. This makes it easy to see how much money is being spent on what, and to analyze and reduce unnecessary spending. The category system takes the form of an unlimited tree chart: each category can have subcategories, which in turn can have subcategories of their own, and so on. In general, expense classification in this program is highly developed: you can sort transactions by family member, payee, and project, assign unlimited tags, "star" important transactions, and set transaction status. This makes it easy to track the movements of all your funds – from an overview down to the minutest details.
In the Tools menu, select "Categories". A list of categories will appear. If you have used the categories from the demo database, there will already be several typical categories listed. You can drag and drop categories from one to another and rearrange them using the buttons on the toolbar to the right.
To create a category, click "Add". Enter the category name and select an icon.
An approximate category tree can be created immediately, or categories can be added as needed at the time of data entry. There is no need to concentrate too heavily on this; experience has shown that you will completely rearrange the category tree several times as you use the program. The program has all the tools necessary to quickly and easily transfer transactions from one category to another, and to re-sort and reclassify expenses (batch editing and filters, undoing and redoing any changes). Create several categories, or proceed immediately to expense accounting.
You can specify a type of category (income or expense) by clicking the button beside its name. Income categories do not appear in the list when creating an expense transaction, and vice versa.
When you delete a category, all transactions from that category revert to the parent category. To quickly transfer all transactions from one category to another, drag the first category into the second with the mouse (making the second category the parent of the first) and delete the child category.
To transfer a category to the root, drag it to an empty spot, or click "Move to root" in the context menu.