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Starting the program
On the Main Menu, click the Setup tab then click Categories - BS420
The initial screen BS420S01 shows a list
of any Categories which you have already added (if any)
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In this section
About this program
This program allows you to maintain
your list of Categories and Sub-Categories.
Categories are used when you add transactions to your database e.g. using the program Manage Transactions program - BS421.
You
can actually work the system by adding one single Category e.g. Miscellaneous, and allow all your transactions to be assigned to that category.
You can
construct a complex Chart of Accounts with Categories and Sub Categories.
The choice is yours, but your should make it as simple as possible.
Categories
and sub categories can be added “on the fly” when using the program Manage Transactions program - BS421 the advantage being you don’t have to exit that program and start this program (Categories - BS421).
This program gives you an overview of your Categories chart.
You can add, edit and delete Categories and Sub-Categories.
Adding a Category
In the initial screen BS420S01 click the Add button
Screen BS420S02 appears
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- Enter a Category Name
- Use the pop-up to select Income or Expenditure
- Click the Add button
Adding a Sub-Category (OPTIONAL FEATURE- See Preferences)
In the initial screen BS420S01 click in the list to select an existing Category or Sub Category
Then click the Add button
Alternatively, right-click on a line and select Add SUB-Category from the shortcut menu
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Screen BS420S02 appears
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- Click the Radio button This is a SUB-Category
- Use the pop-up Parent for this Sub-Category to make your selection
- Use the pop-up to select Income or Expenditure
- Click the Add button
Tip:
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When adding a sub-category, click on the parent in the initial screen
BS420S01
In the Add screen BS420S01, when you click This is a SUB-Category the Parent for this Sub-Category
pop-up will be automatically set to the value clicked in the initial screen.
Editing a Category
In the initial screen BS420S01 click in the list to select an existing Category
Then click the Edit
button
Alternatively, right-click on a line and select Edit from the shortcut menu
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In each case, screen BS420S02 appears
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- Edit as required
- Click the Change button
Deleting a Category
In the initial screen BS420S01 click in the list to select an existing Category
Then click the Delete
button
Alternatively, right-click on a line and select Cut (or Edit)
from the shortcut menu
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In each case, screen BS420S02 appears
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Tips on adding Sub-Categories
Opting to use
Sub-Categories will add complexity
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The software will allow you to create up to 5 levels (Category and a cascade of sub-categories)
If you
choose to use Sub-Categories, it is best to structure to two levels (Category and Sub Category).
It is impractical to go beyond 3 levels
Screens (leading to screenshots) for program BS421
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