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expense category hierarchy

Category hierarchy for finance data

xpenser added category hierarchy support so users can organize income and expense data with more structure than a flat list.

Published June 2, 2026
xpenser transactions table with filters and editing workflow

Categories became more expressive with hierarchy support for organizing financial activity.

This release came from PR #19 and is now part of the xpenser release archive. It gives people evaluating an open-source expense tracker a clearer view of how the product has improved over time.

What changed

  • Introduced hierarchical category behavior.
  • Updated finance views to understand parent and child categories.
  • Laid groundwork for nested dashboard and report breakdowns.

Why it matters

A flat list is enough at first, but real finance tracking often needs grouped categories such as Food, Groceries, Restaurants, or Travel.

Where it fits

This release is part of xpenser analytics depth: structured categories make dashboards and reports easier to scan.

For a broader product overview, start with the xpenser home page. Developers can also explore the personal finance API and MCP tools, while self-hosters can review the self-hosted personal finance tracker page.

Start hosted, then self-host when ready

Create a hosted xpenser account for the public instance, or review the MIT licensed source and run your own deployment from Docker Compose.