Expense categories

Set up expense categories like Transport, Events, or Supplies in Circin — name each one, then sort and report every expense you record against them.

Updated

School Admin

Expense categories are the buckets — Transport, Events, Supplies — that you record spending against. Creating one in Circin takes a name and an optional description.

How do I create an expense category?

  1. In the left menu, open Institutional Finance → Expense → Manage Category.
  2. On the Create Expense Category panel, enter a Name (required, for example Transport).
  3. Optionally add a Description.
  4. Click Submit. Use Reset to clear the form.

Manage Expense Category page in Circin with the Create Expense Category form and a List Expense Category table showing Transport, Events and Supplies

Where do my categories appear?

Saved categories are listed under List Expense Category with a No., Name, Description, and an Action column to edit or delete each one. Switch between the All and Trashed tabs, or use the Search box to find a category.

Tips

  • Set up your categories before recording expenses — each expense must be assigned to one.
  • Deleting a category moves it to Trashed rather than removing it permanently.

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