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Advanced Configuration

Category Customization

Customize the category hierarchy to match your finance platform or workflow preferences.

📁 Configuration file: ~/.moneyflow/config.yaml

Quick commands:

moneyflow categories dump              # View current hierarchy (YAML format)
moneyflow categories dump --format=readable  # View with counts

Features:

  • Add custom categories from your finance platform
  • Rename groups or categories
  • Reorganize categories into different groups
  • Create custom groups

Built-in defaults: The included categories were chosen to ease integration with Monarch Money but work well for most personal finance platforms.

See: Category Configuration Guide for complete documentation.

Data Caching

Speed up startup by caching transaction data locally.

Usage:

moneyflow --cache              # Enable caching (uses ~/.moneyflow/cache/)
moneyflow --cache ~/my-cache   # Custom cache location
moneyflow --refresh            # Force refresh, skip cache

See: Caching Guide for details.

Configuration Directory

All moneyflow configuration is stored in ~/.moneyflow/:

~/.moneyflow/
├── config.yaml        # Application configuration (categories, settings, etc.) - optional
├── credentials.enc    # Encrypted credentials
├── salt               # Encryption salt
├── merchants.json     # Merchant name cache
├── cache/             # Transaction cache (if --cache enabled)
└── moneyflow.log      # Application logs

Security note: credentials.enc is encrypted with AES-128. Safe to backup but keep private.