FAQs
Multi-currency behavior, expense categories, and keyboard shortcuts.
What is multi-currency (MC)?
You can enter amounts in different currencies while keeping a single home currency for totals.
How are conversions done?
Static mid‑market prototype rates. No live FX. They may drift; for planning only.
When does conversion happen?
Only when rolling up to totals or visualizations. Raw inputs stay in their original currency.
Category vs subcategory currency?
A leaf category has its own currency. Once it has subcategories, its currency locks; subs can differ.
Mixed subcategory currencies?
Parent total converts each sub into the parent's locked currency, then sums.
Why an (i) icon?
It indicates a number shown in one currency includes converted amounts from others.
Do category values change if I switch home currency?
Leaf amounts: no (they stay in their own currency). Aggregated totals at higher levels update.
Can I edit FX rates?
Not yet. Future feature: custom or live rates.
Why does a parent show a disabled currency selector?
It preserves the original currency chosen before adding subcategories.
What are expense category types?
You can tag a category with a standard type (Housing, Groceries, Bills, etc.) using the icon button. If the name is blank, selecting a type fills a sensible default you can still edit. Types enable future insights & benchmarking; totally optional.
Do subcategories get their own type?
They inherit the parent's icon/type. Keep classification simple at the parent level.
Blank new names?
New categories & subcategories start blank so titles are intentional. Placeholder guides you (e.g. “Select or enter category name…”).
Keyboard shortcuts?
+ adds a new category when focus is not inside a name field. Enter/Space toggles a category row if it has children. Arrow keys move focus between interactive elements (browser native). Future: inline shortcuts for quick type selection.
How to add a subcategory fast?
Use the + icon inside the row or the sibling + on any sub-row (visible on hover/focus).
Can I clear a type?
Open the type picker and choose “No type” (or Clear). Your custom name stays.