Adding Categories

To enhance the organization of your financial data, you can easily add new categories. Follow these steps:

1. Navigate to Categories:

Locate and click on the Categories option in the main menu.

2.Add a New Category:

Click on the Add Category button. Enter the name for your new category. Optionally, provide a brief description to help distinguish it later.

3. Save Changes:
Click the Save button to confirm the addition of the new category.

Deleting Categories

To remove categories that are no longer needed, follow these steps:

1. Navigate to Categories:

Access the Categories section from the main menu.

2. Select the Category:

Click on the category you wish to delete.

3. Delete Category:

Look for the Delete button. Confirm the deletion when prompted.

Editing Categories

If you need to modify the details of a category, follow these steps:

1. Navigate to Categories:

Go to the Categories section from the main menu.

2. Select the Category:

Click on the category you want to edit.

3. Edit Category Details:

Look for an Edit button. Update the name, description, or any other relevant information.

4. Save Changes:

Click the Save button to confirm your changes.