Categories
🏷️ Bookkeeping · Income & expense buckets
Define the income and expense categories that your transactions will use. Good categories make your P&L, budgeting and tax prep much easier.
📚 Category library for this CRM
➕ New category
Create a reusable label for groups of income or expenses.
Used by transactions & reports
Flags
Tip: Keep categories fairly broad. Too many niche categories make reports noisy and harder to read.
📊 How categories are used
Categories become the building blocks of your P&L and analytics.
  • Every bookkeeping transaction (income or expense) is assigned to a category.
  • Reports roll up totals by category to show where money comes from and where it goes.
  • Clear categories help with budgeting, monitoring spend (e.g. software vs. marketing), and answering questions like “What did we spend on tools last quarter?”.
  • Some categories may map to a formal chart of accounts code used by accountants.
  • You can mark categories as inactive later when you stop using them, without losing history.
Common examples
  • Income: Sales, Consulting, Subscription revenue
  • Operating expenses: Software, Rent, Salaries, Marketing, Travel
  • Cost of sales: Contractor fees, Direct materials
📚 Category library
All bookkeeping categories defined for this CRM workspace. Later, transactions will pick from this list.
Name Type Group Code Flags Description