How do I add a category?

Income and expenditure categories are added via the Category Settings screen (which you will find within Settings).

At the top of the screen, select the fund to which you want to add the category and the financial year if applicable.

Then use the 'Add Category' button at the top of the 'Income' or 'Expenditure' sections, or click the '+' button to the right of the category group to which you want to add the category.

Notes:

• Categories can only be added in the level below category groups so if you don't have any category groups, you will need to add one first.
• Transactions can only be allocated to categories. Category groups without categories won't display when assigning transactions to categories.