How to create, edit or delete finance categories

Finance categories classify the institution’s income and expense transactions.

Create a finance category

1. Click Menu → Administration → Finance → Category. The default categories are listed.

2. Click Create Finance Category.

3. Enter the category name.
4. Enter a short description.
5. Tick Is this under income? for an income category; leave it unticked for an expense.
6. Click Create.

Edit or delete a finance category

Note: Default categories can’t be edited or deleted.

1. Click Menu → Administration → Finance → Category. Custom categories are at the bottom of the list.

2. Click Edit or Delete.