Can I add or delete income categories?

You can add or delete income categories to suit your particular business setup.

Use the Categories tab in the main Income section to create and manage income categories.

To add income categories

1) From the menu on the left, click Income. The Income tab displays.

2) Click Manage Categories under the Options tab to view existing categories.

Note: You have to enter at least one income record before the Options tab becomes available.

3) The income categories panel slides out from the right.

4) Type in the name of the required category and click Add. The new category is added to the income categories.

To edit or delete income categories

1) From the menu on the left, click Income. The Income tab displays.

2) Click Manage Categories under the Options tab to view existing categories.

3) Hover the mouse over the category to be edited/deleted. e.g. Goods. The edit and delete icons appear on the right.

4) Click the edit icon to update the income category or the delete icon to remove it.

The selected category is updated or deleted from the income categories list.

Notes:

  • Clicking the delete icon will remove the category from the list at once. Follow the steps to add income categories in case a category is accidentally deleted.
  • If you delete an income category which has been previously used to categorise income records, the category will also be removed from those income records.

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