🗃️Create Your Categories Before Recording Transactions

Before adding your first revenues or expenses, it’s essential to set up your categories. Categories allow you to better organize, filter, and visualize your financial activity in the panel.

🎯 Why Create Categories?

Each time you add a transaction (expense or income), you must assign it to a category. This helps you:

• Group your data by type

• Track where your money comes from and where it goes

• Generate clear and color-coded reports

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⚙️ How to Create a Category

To create your first categories:

1️⃣ Go to the Settings page

• Click on your profile (top right corner)

• Select "Settings"

2️⃣ Navigate to the "Categories" section

In the left sidebar or tabs, select "Categories"

3️⃣ Click on "Add a category"

You’ll be asked to fill in the following fields:

• Name: Choose a short, clear name (e.g. "Marketing", "Shipping", "Sales")

• Type:

  • Choose "Revenue" if this category is for income

  • Choose "Expense" if it’s for spending

• Color:

  • Pick a color to visually identify this category throughout the platform (e.g. graphs, cards)

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📝 Example

Name	Type	Color
Hosting	Expense	🔴 Red
Billing	Revenue	🟢 Green
Advertising	Expense	🟡 Yellow

These settings will improve the visual clarity of your dashboard and reports.

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✅ Once Done

After your categories are created, you will be able to:

• Select them in the "Add Revenue" or "Add Expense" forms

• Filter charts by category

• View the color-coded breakdown of your finances

📌 This step is required before entering any financial record into the system.