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Expense and income categories
Categories group your expenses and other income — for example Rent, Electricity, Salaries, Transport or Interest received — so you can see where money goes and comes from.
Expense categories
Where to find it: Expenses ▾ → Daily Expense → Manage Category
- Click + Add New, type the category name and save.
- Edit a category to rename it or mark it inactive. Use Search to find one in a long list.
When adding an expense you can also type a new category straight into the Category box.
Income categories
Where to find it: Expenses ▾ → Other Income → Manage Category
Click + Add New to add an income category (for example Commission, Rent received, Interest, Scrap sale). Untick Enabled to hide a category you no longer use.
Tip: Keep the list short and clear. Ten well-named categories are easier to read in reports than fifty similar ones.