Projects

Spending gathered around one occasion: a trip, a renovation, a wedding.

A project gathers the spending that belongs to one occasion — a trip to Greece, a kitchen renovation, a wedding — regardless of which month it fell in or which category it was filed under.

A different axis from categories

This distinction is the whole point of the module. Dinner at a taverna is both Food, because that is the kind of spending, and Greece, because that was the occasion. A category answers "on what", a project answers "what for".

So a project is not a second level of categories, nor a category with dates. A category has a monthly limit, while a project stretches across months: the deposit in March, the flights in May, the trip in July. The limit resets on the first of each of them, and the question "what did this trip cost me" has nothing to do with where a month ends.

One project per expense

An expense belongs to at most one project. If it could belong to several, the totals would stop adding up: the same dinner would count in both "Greece" and "Holidays 2026", and the sum of all projects would exceed what you actually spent.

The plan

The planned amount is optional. Without it a project still gathers spending, it just has nothing to compare it against. With it you get a progress bar and, if you go past it, by how much.

An empty plan is not a plan of zero — that would make progress infinite.

Money coming back

Income can be assigned to a project too: a refund for a cancelled hotel, or a share paid back by whoever travelled with you. The headline figure shows spending less anything returned, because only that answers what the trip really cost.

A transfer between your own accounts belongs to no project. It is not spending on anything, and counting it would inflate the total with money that never left.

Closing

A project is closed by hand, not by a date. A bill from a trip can arrive a month after you get back, so a project that vanished on its end date would miss the last payment.

Closed projects do not appear in the picker when you add an expense — filing something under last year's Christmas is almost always a mistake. The closed list can be expanded, and any of them reopened.

Deleting

Deleting a project breaks up the group but does not delete the expenses. They stay in your budget and merely lose the assignment. The money was spent regardless of whether you keep it grouped.