How to create finance categories | Allotrac Help Center

How to create finance categories

Create your income & expense finance categories to track against your sellable and purchasable items

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io instance

2. Click the "Configure" tab from the side menu

3. Click the "Finance Categories" button from the drop down menu

4. Click the "ADD FINANCE CATEGORY" button

5. Type in the finance category "Name"

6. Type in the finance category "Alias"

7. Type in the description for the finance category

8. Click the "SAVE" button to create the finance category

You have now created this finance category within your Allotrac.io site. This finance category will now be available to lodge against your items. Ideally, you can build out as many income or expense finance categories as you wish to.