Expense/income categories
M
Myla Mercado
I agree with the suggestion to enhance the system by allowing the editing of existing expense categories, including the ability to remove duplicate categories that may have been accidentally added. This would improve organization and streamline expense tracking.
Naomi Schoenfeld
+1 on this one, please. I know I can add categories, but, having to scroll through the unnecessary default ones to find the ones that actually do map to my tax reporting, is a bit of a pain. I'd like to be able to simply build this to match my accounting.
E
Erica Carroll
I'd like to customize the list of categories to match the list my CPA uses.
J
James Woosley
Agreed. I'd like the categories to mirror my current Chart of Accounts. If we could edit all of the categories, I could add the number prefix to each line.
B
Bec Lloyd
Ha so I forgot that I'd already suggested this! Adding further comment below:
I'd like to be able to add custom income categories so I can easily see how much comes in for each revenue stream.
Geoff Mina
Bec Lloyd: where do you envision doing the categorization for income? Invoice , line item, elsewhere?
B
Bec Lloyd
Geoff Mina: In my current invoicing software, the category is selected from a dropdown when applying a payment (or when manually entering income from elsewhere).
But yes, for Hectic, it could also be an extra field in the pop up box when creating a new product/service (line item) for an invoice.
G
Goran
Geoff Mina, I think it would be nice to add a categories dropdown to the product and services window... So, for every paid invoice the report would track each total... For example, if an invoice has three items and they all are in different categories, after invoice is paid, totals will be added in these columns on the reporting.
I have added a separate entry for just income categories: https://feedback.withmoxie.com/accounting-feature-requests/p/expenseincome-categories
Geoff Mina
Hey Bec Lloyd - if you scroll to the bottom of the expense category list or just type “+” in the search, you will see an option to add custom categories.
Additionally, if you go to the P&L tab there is a download report option which will give you a report file with tabs for all of your accounting info.
B
Bec Lloyd
Geoff Mina: Thanks :) Is it possible to edit the names of the existing categories? And can I create income categories?