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?
Click Create new category.
Enter the name and the linked general ledger account.
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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