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Expense Categories

Categories help you organize and analyze your spending.

Default Categories​

Elona CRM includes common categories:

  • Rent - Office or shop rent
  • Utilities - Electricity, water, internet
  • Salaries - Employee wages
  • Inventory - Stock purchases
  • Marketing - Advertising, promotions
  • Transport - Fuel, vehicle costs
  • Office Supplies - Stationery, equipment
  • Professional Services - Legal, accounting
  • Bank Charges - Transaction fees
  • Other - Miscellaneous

Creating a Category​

1. Go to Settings​

Navigate to Settings → Expense Categories.

2. Click Add​

Click Add Category or + New.

3. Enter Details​

  • Name - Category name
  • Description (optional) - What belongs here
  • Parent category (optional) - For sub-categories

4. Save​

Click Save to create the category.

Sub-Categories​

Create sub-categories for detailed tracking:

Marketing
├── Online Ads
├── Print Advertising
├── Events
└── Social Media

Editing Categories​

  1. Go to Settings → Expense Categories
  2. Click the category
  3. Update name or description
  4. Save
caution

Changing a category name updates all expenses using it.

Deleting Categories​

You can only delete categories with no expenses. Otherwise:

  1. Move expenses to another category first
  2. Or merge into a different category

Reporting by Category​

Use categories to:

  • See spending by type
  • Compare month over month
  • Identify cost reduction opportunities
  • Prepare for tax filing

Best Practices​

  • Keep categories broad but useful
  • Use sub-categories for detail without clutter
  • Review and clean up unused categories
  • Be consistent when assigning expenses