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How to create, edit or delete categories?
How to create, edit or delete categories?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over a week ago

Categories are ways of classifying value inputs or outputs and keeping this information grouped together.

You can create and name categories according to your organization's needs.

To create a new category:

  1. Access the admin panel with admin or finance admin access

  2. In the left side menu, locate the "Financial" option, click on "Settings" and then "Categories"

  3. Depending on the type of category you want to include, select the "Income" or "Expenses" tab. Then, choose the desired name and color for the category (which will appear on the financial dashboard) and click on the “New” option to save.

The created category will appear in the list along with all other categories previously added.

On the right side of this list is the Preview option. If clicked, it will be possible to add “sub-categories”, to include details about the input and output of recorded values.

Depending on your organization's needs, categories can be edited, enabled/disabled or deleted. For any of these actions:

  1. Click the arrow next to the Preview option to open the menu with options, then simply select the action you want to perform

Attention: it is only possible to edit or delete categories that are not linked to any income or expense registered in the system.

Do you still have doubts?

Get in touch with our support team.

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