Budget Categories

Budget Categories

Budget categories are used to group budget items under Income/Expenditure or Capital accounts.

Finance > General Ledger > Budget by Category

How do I create a budget category?

  1. Click Create new category.

  2. Enter the name and the linked general ledger account.

  3. Click Save.

Frequently asked questions

Can I delete a category?

Categories linked to budget items cannot be deleted.

Last updated: April 2026 | Version 4.0

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