In the new cashbook you have extensive options for managing your categories. We'll show you how it works!

Manage categories in cashbook

1. Log in to your Admin Interface
2. Go to settings
3. Click on the Accounting option
4. Click on the cashbook tab
5. Under cashbook categories you will find all the categories that have already been created

   

   

Add your own categories

You can add your own categories in addition to the predefined categories.

1. First, define the name of the new category

   

2. Assign an appropriate accounting code to the new category. To do this, select one of the accounts displayed

   

   You can find a list of all accounting accounts under Settings > Accounting > Accounts. You can also edit the accounts here.
3. After creation, the new category is available for selection in the cashbook

   

Rename categories

You can also rename the categories as you wish. To do this, click on the three dots next to the category, click on "Change name" and enter a new name for the category.

Disable categories

You can also deactivate existing categories that you do not use. They will be removed from the active categories and will no longer be displayed in the cashbook.

As soon as you have deactivated a category, the "All categories" button will appear. All active and deactivated categories are displayed here

You can reactivate deactivated categories at any time!