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How to Create a New Income Category

You can't add a new row to the Settings → Categories table - it's a built-in reference list. To track a new kind of income, create a new account in your Chart…

Steps

  1. Go to Finances → Chart of Accounts.
  2. Create a new account under the Revenue/Income type for the kind of income you want to track separately.
  3. Use that account when categorizing the relevant invoices or transactions.
  4. Check Settings → Categories if you want to see how Sumung's built-in categories already map to similar accounts.

Related Articles

  • How to Create a New Expense Category
  • How to Map Categories to Chart of Accounts
  • How to Navigate the Categories Section

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