Categories can be found in Accounting>Categories.

The ‘Categories’ section is an overview all of your business categories and their balances over a particular date range, normally the current financial year but this can be customised.

It is a useful check to see if your balances are correct or need to be re-analysed.

Click on any category name to drill down to full detail of all entries.

Manage Categories

New categories can be added from this screen if required. See also Managing Categories.

The category names can be edited, unused categories can be deleted and free typing notes added using the buttons under Actions.

New categories can also be added from the quick links menu shown below:

View Categories

There is also the option to see all categories, not just those with balances (or hidden if they have been previously used but no longer have a balance) and to include or exclude inactive categories.

Use the Excel button if you wish to export this report to Excel.


From Categories you are also able to enter adjustments using the + button. Adjustments are used to transfer amounts between categories (journals).

Adjustments are used for reallocating figures, for example at your year-end for things like depreciation of assets or allocation of private expenses. Specific VAT adjustments can also be made from here e.g. for VAT Scale Charges or Partial Exemption.

Your accountant may either enter the adjustments for you or give you the information to enter them yourself. If you are unsure about entering an adjustment always consult your accountant first.

There are three types of adjustment. To learn more about them click on the following links:

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