Expenses Category Settings

The Expense Category Management screen allows users to create, edit, and manage categories under which expenses can be organized. Categories are essential for grouping similar expenses, which facilitates easier tracking, reporting, and analysis of financial data.

Key Features:

  1. Category Description:

    • This column displays the names of the expense categories. Categories help in classifying expenses for better financial management.
  2. Show Also Inactive:

    • A checkbox that, when enabled, displays both active and inactive categories. This is useful for viewing the complete list of categories, including those that are no longer in use.
  3. Add New Category:

    • To add a new category, click the Add New button at the top right corner of the screen.
    • A form will appear where you can input the Category Description.
    • Once you have entered the category name, click Save to add it to the list.
  4. Edit a Category:

    • To edit an existing category, click the Edit icon (pencil) next to the category you want to modify.
    • The form will populate with the current category name. Update the name as needed and click Save to apply the changes.
  5. Delete a Category:

    • To delete a category, click the Delete icon (red cross) next to the category you wish to remove.
    • A confirmation dialog will appear. Confirm the deletion to permanently remove the category from the list.
    • Note: Be cautious when deleting categories, as this action cannot be undone and may affect the organization of existing expenses.

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