You can customise your bookkeeping in Holvi to suit your business needs by creating your own bookkeeping categories or deleting unnecessary ones. This article provides instructions for both actions.
Creating a bookkeeping category
💻 On the web
- Log in to Holvi.com.
- From the main menu, select Bookkeeping > Categories.
- Click New category.
- Fill in your desired details and click Save.
📱 In the app
- Log into your Holvi app.
- On the home page, scroll down to Bookkeeping.
- Tap Category management.
- Tap the + icon in the top right corner.
- Fill in your desired details and click Save.
Details to set when creating your bookkeeping category:
- Name
- Description
- Category group
- Select a bookkeeping group, such as Business expense.
- Parent category (optional)
- Nest the category within another category. Currently available on mobile only.
- Category number (optional)
- Add a chart of accounts number for bookkeeping exports.
- Active/Inactive
- Archived categories apply to past transactions only and cannot be used for new ones.
If Parent category isn’t visible on the web, the account creator (main user) must first enable Category management by going to profile icon (top right) > Personal settings.
Then go to Bookkeeping > Category management to edit an existing category or add a new one with a Parent category.
💡 Grouping categories is important for reporting purposes
For example, if you create a category called Holiday expenses, save it under the group Personal expenses. This way, your personal purchases will not distort your company’s profit and loss statement or VAT reports.
Editing a bookkeeping category
You can edit all of the above settings by going to Bookkeeping > Categories and selecting the category.
Note: The category Uncategorised cannot be renamed or regrouped.
Deleting a bookkeeping category
A category must be empty before it can be deleted.
💻 On the web
- Log in to Holvi.com
- Go to Bookkeeping > Income & Expenses
- Click the name of the category you want to delete
- Select Delete from the top right corner of the page
📱 In the app
- Log into your Holvi app
- On the home page, scroll down to Bookkeeping
- Tap Category management
- Tap the category to open the editing view
- Scroll down and tap Delete category
💡 Important to note about deleting categories
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Correct route
In your browser, you can only delete a category via the Income & Expenses view. The delete button is not visible on the Categories page.
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Only empty categories can be deleted
Categories with transactions cannot be deleted. Move the transactions to another category first.