Concept classification

The Concept classification screen looks at your movements from a different angle: instead of a list of individual movements, it groups them by concept. Each row gathers every movement that shares the same concept text (for example, every time «Mercadona» or «Netflix» shows up) and shows you at a glance how many times it repeats, which categories it has, how much it adds up to and in which accounts it appears.

What is it for? Above all, for tidying up. When you import bank statements or pile up a lot of movements, it's common for dozens of them to share a concept and be uncategorized or misclassified. Here you have them together: you select «Mercadona», assign it the «Groceries» category just once and it applies to all of them. It's the fastest tool to get your movements properly classified without going one by one.

How rows are grouped

Each row is a concept + type pair. The type (income or expense) is part of the grouping, so the same text can appear in two separate rows: one for when it's income and one for when it's an expense. For example, «Bizum Juan» could show up as an expense (you sent it) and as income (they paid you back), in separate rows. Each row carries a colored label marking whether it's Income (green) or Expense (red).

By default only real movements are counted (the ones that have already happened). If you tick «Include forecasts» in the filters, future movements generated by your recurring items and other forecasts are counted too.

The table, column by column

On a wide screen you'll see a table; on mobile, the same rows as cards (Cuéntamo switches between the two automatically depending on the room available). These are the columns:

• Concept. The text that groups the row. To its left there's an arrow to expand the individual movements behind it.
• Type. Income or expense (with the colored label).
• Categories. The categories those movements are classified with. If there are several, all are shown, each with the number of movements using it in parentheses (so you can spot an inconsistently classified concept at a glance). If they're uncategorized, you'll see «No category» in italics.
• Occurrences. How many movements are in the group. It's a link: click it to jump to Movements already filtered by that concept and its date range.
• Total. The sum of all those movements, with a sign (+ income, − expense).
• Last date. The group's date range: the first and last time the concept appears.
• Accounts. The accounts where that concept appears, as small chips.

Search and filter

At the top there's an always-visible search box that filters by concept text (it searches as you type). And, below it, a filter bar (on mobile it opens with the «Filters» button ):

• Category. Shows only the concepts with the chosen category. It includes the special «No category» option, very handy for finding exactly what you have left to classify.
• Tags. A multi-select dropdown to keep only the concepts carrying certain tags.
• From / To. Narrows the date range of the movements taken into account.
• Include forecasts. Adds future movements to the count, on top of the real ones.

When any filter is active a «Clear» link appears to remove them all at once. Results are paginated (50 concepts per page) with previous and next buttons at the foot.

Sorting the table

Click on the Concept, Categories, Occurrences or Last date headers to sort by that column. A second click reverses the order (ascending ↔ descending). Sorting by occurrences is the quick way to bring the most repeated concepts to the top (the ones you most want to classify well); sorting by last date takes you to the most recent.

Seeing the movements behind a concept

The arrow to the left of the concept expands the row and shows, in a panel, the individual movements in that group: date, account, category, amount, tags and, if it's a freelance movement, its scope and VAT. If you have «Include forecasts» on, each one also shows whether it's real or a forecast.

Clicking any of those movements opens its editor to fix it individually, without leaving this screen. It's the ideal starting point when, within a single concept, one or two movements don't fit and you want to handle them separately.

Reclassifying a concept (quick click)

The most direct way to assign a category to a concept is to click on its categories cell: it turns into a selector where you pick the new category. When you choose it, all the movements of that concept switch to that category at once. The selector only offers categories of the correct type (expense ones for an expense concept, income ones for an income concept, plus those valid for both), so you can't assign an income category to an expense by mistake.

Bulk actions (several concepts at once)

Each row has a checkbox on the left (and there's one in the header to tick them all). When you select one or more concepts a bulk action bar appears with three options:

• Change category. You pick a category and it applies to every movement of every selected concept. Perfect for classifying a whole batch of similar concepts in one shot.
• Change tags. You add or replace tags on all those movements. A toggle decides whether the tags are added to the ones they already had or replace the previous ones entirely.
• Rename concept. Only available when you've selected a single concept. It changes the concept text on all its movements at once. It's for unifying variants: if the bank imports «MERCADONA 4412 SEVILLA», «MERCADONA 0021»… and you want them all to simply read «Mercadona», you rename it once and it applies to all. On top of that, unifying the text helps the automatic categorization of future movements get it right more often.

The «Cancel» button clears the selection and closes the bar without touching anything.

When the type does not match

When reassigning a category in bulk, if some category is of one type (say, income) but the selection includes concepts of the opposite type (expense), Cuéntamo skips those concepts —it changes nothing on them— and warns you with a message stating which ones were skipped and why. The ones that did fit are reclassified as usual. It's a safeguard so you don't end up with expenses tagged as income or the other way round.

The (Expense) / (Income) suffix

You may have two categories with the same name, one of income type and one of expense type (for example, «Interest» that you sometimes receive and sometimes pay). So they don't get confused, Cuéntamo automatically adds an «(Expense)» or «(Income)» suffix to the name wherever there could be ambiguity. It's only a visual aid: it doesn't change the category's real name.

Read-only members

If you access an account book as a read-only member, the screen works the same for browsing (searching, filtering, sorting, expanding and viewing the movements), but the selection checkboxes and bulk actions don't appear, and the categories cell isn't editable. It's a view to understand how concepts are classified, not to change them.