Church Cashbook User Manual

Categories are mandatory for transactions. Good categories make reporting and budgets clearer.

Why categories matter

• Year-end reports summarise by category.
• Budgets are set per category.
• Consistent categories reduce confusion across years.

Adding a category

Categories are managed via Categories in the main menu, not from within the transaction entry screen. To add a new church-level category:

1. Go to Categories.
2. Select Add category.
3. Choose whether it is an income or expense category.
4. Select the master category heading it falls under.
5. Enter a short code and a clear name.
6. Save. The new category will be available immediately when entering transactions.