Categories
Updated 6 hours ago
2 min read
Overview
Categories help you organise your products, income, expenses, and other financial items. Each category can be linked to a ledger account for automatic transaction posting.
Add Category
- Click the Add Category button.
- Complete the category form.
Form Fields
| Field | Required | Description |
|---|---|---|
| Category Name | Yes | Name of the category |
| Category Type | Yes | Select from available types (see below) |
| Ledger Account | Conditional | Required for non-product types. Links to a Chart of Accounts entry. |
Category Types
| Type | Description |
|---|---|
| Product & Service | General product/service categorisation |
| Income | Revenue categorisation |
| Expense | Expense categorisation |
| Asset | Asset categorisation |
| Liability | Liability categorisation |
| Equity | Equity categorisation |
| Cost of Goods Sold | Direct cost categorisation |
Note: The Ledger Account field only appears for types other than "Product & Service".
- Click Save to create the category.
Edit Category
- Click Edit on the category record.
- Modify fields.
- Click Save to update.
Import Categories
- Click the Import button.
- Upload a CSV/Excel file with category data.
Delete Category
- Click Delete from the actions menu.
- Confirm.
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