Finance categories

Workspace
Demo Assembly (public sample)
Demo workspace — feel free to click around. SMS sends are simulated (no real messages go out), purchases are disabled, and everything resets nightly.
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Finance categories

Chart of what you record. Income categories feed Contributions; expense categories feed Expenses.

Income categories (Contributions)

# Label Code Active Auto receipt

Expense categories (Expenses)

# Label Code Active Auto receipt
Tip: deleting a category is a soft delete — historical transactions keep their label. Uncheck Active instead if you just want it hidden from new entry.