Forum Discussion

Luco's avatar
Luco
Contributing User
4 years ago

Categories List - use/reporting

We use the Categories List to run reports by office.  Is it possible to have more that one type of reporting category eg Office & Department?  

 

Also, with the Catelgories P&L, is it possible to enter budget figures by Category?

Thanks,

 

1 Reply

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  • Hi Luco 

     

    While you can create multiple categories through Lists>>Categories. Transactions can only have one category added to them. If you are needing multiple categories you would need to split the transaction up by category and then record those individual amounts separately.

     

    Budgets can only be entered for accounts or jobs. You are not able to enter a budget value for a category.

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