Overview

Organizing transactions into categories simplifies expense tracking and financial reporting. This guide covers how to categorize bills, expenses, and payments effectively.

Key Features

• Assign categories to expenses and bills.
• Use predefined or custom categories.
• Filter and report based on categories.

Step 1: Categorizing Expenses

1. Navigate to Purchases > Expenses.
2. Click Add Expense or open an existing expense.
3. In the Category field, select an appropriate category (e.g., Office Supplies, Travel).
4. Save the expense to apply the category.

Step 2: Categorizing Bills

1. Navigate to Purchases > Bills.
2. Click Add Bill or edit an existing bill.
3. Assign a category to the items in the Items section.
4. Save the changes.

Managing Categories

• Add new categories via Settings > Categories.
• Review categorized transactions using filters in the Purchases section.