Categories are managed at Organisation Settings / Finance Settings.

Categories are very handy items that are used primarily for Finances. They allow Organisations to allocate items to appear under those Categories.

There are a number of suggested Categories in the default setup of TidyHQ, but you may add as many as you require.

If you do not want a Category, you can "merge" it with another - the data attached to this category will be moved to the primary category. The secondary will then be deleted.

You can also rename a category to better reflect the way your organisation operates. Simply click on the category name and type over with the wording you have decided on.

If you require sub categories, you can do this by creating categories that start with a key word, eg. Events > January Quiz Night; Events > Anniversary Dinner etc. See examples below showing categories broken into sub-categories.

By inputting the categories associated with various activities into your invoices, events etc, each of the Transactions will show the category when you click into it. In this example category appears under Operations: Activity - Honey Fundraiser.


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