Categories

How to Use

Categories

Categories are the type of income and expense a business has. All the sources of income (sales, bonus, rents, etc) and expense (employee salary, rent, bills, etc) could be named as category.

How to Add Category

  • Go to Categories page from side navigation.
  • On the top right corner, click “Add Category”.
  • A Form will pop up. Fill the form with category details.
  • Select if category type is income or expense.
  • Name of Category.
  • Select the color for each Category for graphical reporting.
  • Select icon for each Category.
  • Click “Add Category” button.
  • A green toaster will appear on bottom right corner with text “Category added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Category

  • Go to Categories page from side navigation.
  • All Categories are listed, click the edit icon in front of the category you want to edit.
  • A Form will pop up with prefilled details of that category.
  • Update any field you want to edit.
  • Click “Edit Category” button.
  • A green toaster will appear on bottom right corner with text “Category edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Category

  • Go to Categories page from side navigation.
  • All Categories are listed, click the delete icon in front of the category you want to delete.
  • Click “Yes” to confirm that you really want to delete that Category.
  • A green toaster will appear on bottom right corner with text “Category deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.