Review draft: Accounting categories and GL codes
Accounting categories classify budget line items and transactions. Code is optional: use a general-ledger code or leave it blank for a simpler description-based system.
1. Select + New category.
2. Enter an optional Code and required Description. These field requirements were verified in the blank form.
3. Save with the checkmark or cancel with X. Creator and creation date populate automatically, according to Joe.
Upload .CSV is the bulk-import entry point. The required CSV schema and validation were not verified; do not infer an import template.
The table shows counts of associated budget line items and transactions. Its notice says linked categories cannot be modified. Joe suggested a separate code such as 4005 instead of changing linked 4000. A formal parent-child hierarchy was not verified.
Review needed: complete CSV steps, duplicate-code behavior, page-size options (Joe described up to 50), and archive effects. No category was saved or imported for supplemental capture.
