How to Manage Account Categories in ChequeGuru

Account Categories let you tag every transaction — cheques, deposits, withdrawals — with a purpose label. Once tagged, you can filter reports by category to see exactly how much was spent on rent, payroll, vendor payments, or any other expense type.

1. 1. Open Account Categories. Go to Setup → Account Categories.
2. 2. Plan your list. Common categories: Rent, Salaries, Utilities, Vendor Payments, GST, Raw Materials. A focused list of 10–15 works better than dozens of overlapping ones.
3. 3. Add a new category. Click Add New Category.
4. 4. Enter the name. Type a clear, short label — e.g. "Rent" or "Staff Salary".
5. 5. Save. Click Save. The category appears in the Category dropdown when issuing cheques, recording deposits, or recording withdrawals.
6. 6. Assign categories consistently. Assign a category on every transaction — report filters are only as useful as your tagging consistency.
7. 7. Edit or delete. Select a category and click Edit to rename it. To delete, first remove all transactions using that category.