- At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page.
Here you will be able to view the categories that are available by default.
2. Click Create Finance Category.
- In the Category name field, enter the name of the finance category.
- In the Description field, enter a short description about the finance category.
- Select the Is this under income? check-box if the finance category is to be categorized as an income. Do not select the check-box if the finance category is to be categorized as an expense.
- Click the Create button.
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