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Income Categories
Updated over 3 weeks ago

Creating categories for your income entries helps keep similar entries organized on your Accounting > Other Income page. You can add, edit, or delete your categories which will allow you to categorize all of your income entries any way you choose.

Managing your Income Categories

  1. Click your Account Name.

  2. Select Settings from the dropdown menu.

  3. Click Accounting on the left menu.

    Screen_Shot_2022-09-12_at_3.59.33_PM.png

  4. To expand or collapse it the section, click the blue arrow in front of Income Categories.

    Screen_Shot_2021-08-18_at_5.37.41_PM.png

  5. When expanded, the categories will be displayed in alphabetical order.

    Screen_Shot_2021-08-18_at_5.37.12_PM.png

Adding Income Categories

  1. Click Add Category in the upper right corner of the Income Categories section.

    Screen_Shot_2020-12-08_at_3.23.12_PM.png

  2. Enter the name of the category.

  3. Click Add Category to save it or Cancel to go back.

    Screen_Shot_2021-08-18_at_5.42.03_PM.png

Editing or Deleting Income Categories

  1. Locate the category you would like to delete.

  2. Click the trash can icon to delete a category.

    Screen_Shot_2021-08-18_at_5.44.23_PM.png

  3. Click Yes, Delete.

    • To cancel, click No, Go Back.

    Screen_Shot_2021-08-18_at_5.43.57_PM.png

Note: To edit a category name, type directly in the field.

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