How do I add and delete categories?

To add a category:

Click "Categories" in the source list. The right side of the main window will display a list of all categories that are currently available for use. Depending on which category view you currently have selected, your categories may appear in a list or as thumbnails.

new category sheetClick the add category button button at the bottom of the main window, or choose Transaction>Add New Category. A sheet will appear asking you to enter information about the new category.

Type in a name for the category and a longer description of the category, if desired. Choose whether the category is intended for tracking expenses or income by selecting the appopriate item from the "Type" drop-down menu, and check the "Taxable" checkbox if you want to designate the category for tax purposes. Enter a tax code if desired, then click "Create Category" to add the new category to iBank. Read more about these options in Editing Category Properties.

You can also create a new category simply by typing it into the category field of a transaction in the transaction editor.

To add a sub-category, click the add sub-category button button at the bottom of the main window. The same sheet will appear to allow you to create a new sub-category. Read more about sub-categories in Organizing Category Hierarchy.

To delete a category:

Categories can only be deleted from the list view. Click the category list view button button in the bottom-right corner of the main window to switch to list view. Select the category you want to remove and click the button at the bottom of the main window, or press the 'Delete' key on your keyboard. You will be asked to confirm that you want to remove the category. If the selected category has sub-categories, those will be deleted as well.

When you delete a category that has transactions assigned to it, iBank will present you with options for how to handle those transactions:

delete category sheet

If you want to assign the transactions to a different category, select the desired category from the drop-down list and click "Move Then Delete." If you simply want to remove the category from any transactions to which it had been assigned, click "Just Delete." The transactions themselves will not be deleted, but they will no longer have any category assigned to them.