Budget Categories are used to group and classify your school’s budget items. Each category must have an account type (Income/Expense or Capital) and names in both English and Afrikaans.

Finances > Budget > Categories

How do I add a budget category?

1. Click Add.

2. Enter the budget category name in both English and Afrikaans.

3. Choose the account type: Income/Expense account or Capital account.

4. Click Add to save the category.

How do I edit a budget category?

1. Click the radio button next to the budget category and click Edit.

2. Make the required changes and click Save.

How do I delete a budget category?

Click the radio button next to the category and click Delete. If the category is still linked to a General Ledger account, you must first unlink it from that GL account before it can be deleted.

Frequently asked questions

Why can’t I delete a budget category?

A budget category cannot be deleted if it is still linked to a General Ledger account. Go to the relevant GL account, unlink the budget category, then return here to delete it.