Categories

Add or Edit categories for transactions and Items.

• Go to Settings on the sidebar.

• Click Categories.
• Enable, Disable, Add, Edit, or Delete categories. Also, set default colors for each.

The default Categories are:

• Deposit
• General
• Other
• Sales
• Transfer
• Withdrawal

Adding a New Category

• Click New Category on the Categories page.
• Enter the Category Name.
• Pick a Color.
• Select a type – Expense, Income, Other, or Item.
• Parent category
• Then, Save.

Edit any of the listed categories by clicking a category. On the category details page, update information as desired.