1. At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page.

   Here you will be able to view the categories that are available by default.


  1. Click Create Finance Category.

  1. In the Category name field, enter the name of the finance category.

  2. In the Description field, enter a short description about the finance category.

  3. Select the Is this under income? check-box if the finance category is to be categorized as an income. Do not select the check-box if the finance category is to be categorized as an expense.

  4. Click the Create button.


For more information, watch this-