Categories

Before we can create budgets, we need items to assign to them and categories help to organise items. Initially it may be enough to simply have Income and Expense categories, but as you grow more comfortable with the concepts you can always go back and create more categories and modify existing ones.

Here’s what the Categories worksheet for the Demo database looks like (click to make it bigger):

Categories are organised in a hierarchy or tree-type structure. As with budgets and items, you can have three kinds of categories Monthly, Annual or Ad hoc. To grow your structure of categories, select a category and either click Add Sibling or Add Child depending on whether you want to add a category on the same level or one level below. You can also change the color of a category. A category may also be deleted if it has not yet been assigned to an item.

Click one of the Monthly, Annual or Ad hoc radio buttons to view the categories for those kinds of budgets.

Once you are ready with the categories you want, you can go ahead and create the items for your budgets. Click here to learn about Items.

You can come back to the Categories worksheet at any time to create more categories or modify existing ones.

Just click on the Rename button to rename category. Make sure the category you want to rename is selected first.

Back to User Guide