Skip to main content

Adding and deleting income categories

Quick guide to managing income categories

Written by Michelle

You can add, edit, or delete income categories to customise them for your business setup.

Add an income category

  1. Go to Income (left menu).

  2. Under Options, click Manage categories.

  3. Enter the new category name.

  4. Click Add.

Edit or delete an income category

  1. Go to Income (left menu).

  2. Under Options, click Manage categories.

  3. Hover over a category.

  4. Click the edit icon to rename, or delete icon to remove it.

NOTES:

  • Delete removes the category immediately, and it will also be removed from any income records that used it.

  • If you delete it by mistake, just add it again using the steps above.

Remember to download the Rounded mobile app!

Did this answer your question?