Overview

This tutorial explains how to use create and edit categories and category accounts

What is a Category?

A category is used to track where your money is coming or going.

How to Create/Edit Categories

1. Go to the Bookkeeping component
2. Click on the Settings tab
3. Click the Manage Categories button
4. Click the New Category button or edit the desired category
1. Specify a name for this new category
2. Select whether the category is for income or expense
3. Select the appropriate Category Account
5. Click the Save button

What is a Category Account?

A category account is used to group the categories together in order to generate a Chart of Category Accounts report

For additional information on a Chart of Category Accounts report please see How to View a Chart of Category Accounts Report.