Managing your finances effectively starts with organization. Categories in Bujeti allow you to structure and track your expenses or payments seamlessly. In this article, we’ll walk you through two simple methods to create categories on the platform.
Method 1: Creating a Category via the Send Funds Tab
Follow these steps to create a category while sending funds:
Log in to Your Account:
Access your Bujeti account using your credentials.
2. Navigate to the Send Funds Tab:
On the dashboard, click on the Send Funds tab.
3. Fill Out the Form:
Select the source account.
Input the amount you wish to pay.
Specify who you want to pay.
4. Create a Category:
Type the name of the category you want to add.
Click on Create to finalize the process.
This method is ideal for creating a category on-the-go while performing transactions.
Method 2: Creating a Category via the Compliance Feature
This method offers more flexibility and customization. Follow these steps:
Access the Compliance Feature:
On the dashboard, navigate to the Compliance section.
Go to Categories:
Click on Categories in the menu.
Select Create Categories:
Choose the option to Create Categories.
Choose a Creation Method:
You will see three options:
Create a single category.
Create multiple categories.
Upload a sheet to bulk-create categories.
Input Category Details:
Click on Create a Category.
Fill in the Category Name.
Optionally, add a Description for the category.
Set an Amount Limit for the category if applicable.
Finalize Creation:
Click on Create to save the category.
This method provides more control and is perfect for creating multiple categories or managing detailed configurations.
Why Use Categories?
Organizing your payments and expenses with categories allows you to:
Track spending patterns.
Set spending limits for better financial management.
Gain deeper insights into your budgeting goals.
Start Organizing Today!
Log in to your Bujeti account and try out these steps to create categories that fit your needs