How to set up and manage Budget Categories

How to set up and manage Budget Categories

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

Finances > Budget > Categories

How do I add a budget category?

  1. Click Create new category.
  2. Enter the name in Afrikaans and English.
  3. Select the account type: Income/Expenditure or Capital.
  4. Click Save.

How do I edit or delete a budget category?

Select the category, click Edit to modify or Delete to remove it. A category linked to GL accounts cannot be deleted until all accounts are unlinked.

Frequently asked questions

Can I delete a category that is in use? No. Remove all linked general ledger accounts before attempting to delete the category.

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