{"id":869,"date":"2018-01-08T14:17:11","date_gmt":"2018-01-08T14:17:11","guid":{"rendered":"http:\/\/budget.firmecreative.com\/?post_type=docs&p=869"},"modified":"2018-05-24T14:57:15","modified_gmt":"2018-05-24T18:57:15","slug":"category","status":"publish","type":"docs","link":"https:\/\/budget-express.com\/en\/docs\/help\/settings\/category\/","title":{"rendered":"Category"},"content":{"rendered":"

<\/a>Budget Categories<\/h2>\n

DO NOT DELETE CATEGORIES TYPE “ACCOUNT” OR “CREDIT”.<\/strong><\/p>\n

\"\"<\/p>\n

The budget categories are used to group similar operations in reports and analyses. Every sub-category is linked to a budget category.<\/p>\n

Operations are only performed on sub-categories.<\/p>\n

Links can be modified at all time.<\/p>\n

By default, Budget Express suggests a list of budget categories, but you can add your own.<\/p>\n

Every type of operation (income, expense, account, credit, savings and loan) is linked to a series of budget categories. Click a category to expand the list of associated budget categories.<\/p>\n

Click on the operation name to see the list of categories<\/p>\n

\"\"<\/p>\n

Name: <\/strong>Name of the budget category. That information is displayed in reports, analysis and with the link of one sub-category to a budget category.<\/p>\n

Description : <\/strong>Enter a longer description, \u00a0No description is entered by default. Click Edit to provide one.<\/p>\n

The Edit button also allows the user to modify other budget category information (name, description, logo).<\/p>\n

Click Delete to delete the active budget category. Note that a budget category linked to a sub-category cannot be deleted. First remove the link then deletes.<\/p>\n

<\/a>New Budget Category<\/h3>\n

Click Add to create a new budget category for the selected type of operation.<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Name (required)<\/strong>:\u00a0 Enter the name of the new budget category.<\/p>\n

Description (optional)<\/strong>:\u00a0 Enter a description for the new budget category when needed.<\/p>\n

Click \"\"\u00a0to add a logo to this category.<\/p>\n

Click Save to save the new category.<\/p>\n

Click Cancel if you do not wish to save the new category.<\/p>\n

Add an operation\u00a0<\/strong><\/p>\n

Use the 3 vertical point button to add an operation to the active type for the selected budget category. See Operations for more information<\/strong><\/em> on every type of operation available in Budget Express.<\/p>\n

 <\/p>\n","protected":false},"featured_media":0,"parent":867,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-869","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"\nCategory - Budget Express<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Category\" \/>\n<meta property=\"og:description\" content=\"Budget Categories DO NOT DELETE CATEGORIES TYPE “ACCOUNT” OR “CREDIT”. The budget categories are used to group similar operations in reports and analyses. Every sub-category is linked to a budget category. Operations are only performed on sub-categories. Links can be modified at all time. 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