Categories

Track income and expenses

Categories are your income and expense accounts – they're essential for tagging the transactions that appear in your Ledger. Set up your categories that best reflects your business.

Guided Setup

Answer a few questions and receive category suggestions

Begin Setup
Get started with guided setup

Guided Setup

Answer a few questions and receive category suggestions

Begin Setup
Get started with guided setup

Import Data

Bring your existing chart of accounts

Import
Import category data

Start Fresh

Add new categories from scratch as you see fit

Start
Start from scratch