Budget Categories

Budget Categories


  • To add a budget category, click on the  " Add " button.
  • Enter the budget category name in both English and Afrikaans.
  • Choose for which account type the budget category should be for. It can either be an Income/Expense account or a Capital account.
  • If you are finished, click on the " Add "  button to add the budget category.

How to edit a budget category

  • To edit a budget category, click on the  radio button next to the budget category and click on the "edit" button
  • Edit the entries as required and click on the "save" button

How to delete a budget category

  • To delete a budget category, click on the radio button next to the budget category and click on the "delete" button to delete the budget category
If you want to delete a budget category that is still linked to a General Ledger Account, you would first have to un-link it from the GL Account and then delete it

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