Categories

Categories help you separate items, incomes, and expenses from each other.

Categories page is located under Settings > Categories menu. On this page you can see all categories, search for any, create a new one, edit the current ones and delete them.

The following fields are displayed:

  • Name: Category's name.
  • Type: Categories are shown in items, incomes, and expenses page based on type.
  • Colour: Category's colour, used in dashboard charts.
  • Status: Status of the category.
  • Actions: You can use this button to edit, and delete the category.

categories list

New Category

The following fields are displayed as blank to be filled, some are required and some not. Those marked with red star are required.

  • Name: Category's name.
  • Type: Type of category. It will be shown in items, incomes, and expenses page based on type.
  • Colour: This colour will be used in dashboard charts.
  • Status: Status of the category.

categories form

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