Managing Financial Categories

Categories help you organize transactions by type of income or expense — such as Feed, Veterinary, Equipment, or Sale Proceeds. Cattle360 supports a hierarchy with parent categories and subcategories.

Accessing Category Management

  1. Open the Financial Dashboard.
  2. Click Manage Categories from the toolbar or navigation, or on mobile, tap the FAB and select Add Category.

The category management page displays all your categories in a tree structure.

Adding a Category

  1. Click the Add Category button at the top of the page.
  2. Enter a Name for the category (up to 100 characters).
  3. Optionally, select a Parent Category from the dropdown to make this a subcategory. Choose — None (top-level) — to create a top-level category.
  4. Click Save.

Adding a Subcategory

You can create a subcategory in two ways:

From the category list:

  1. Find the parent category in the tree.
  2. Click the plus icon (+) next to the category name.
  3. A dialog opens with the parent pre-selected.
  4. Enter the subcategory name and click Save.

From the Add Category dialog:

  1. Click Add Category.
  2. Enter the name.
  3. Select the desired parent from the Parent Category dropdown.
  4. Click Save.

Editing a Category

  1. Find the category in the list.
  2. Click the three-dot menu (⋮) on the right side.
  3. Select Edit.
  4. Update the name or parent as needed.
  5. Click Save.

Deleting a Category

  1. Click the three-dot menu (⋮) on the category row.
  2. Select Delete.
  3. Confirm the deletion.

Category Hierarchy

Categories are displayed as a tree:

  • Top-level categories appear at the base level.
  • Subcategories are indented beneath their parent.
  • Click the chevron arrow next to a parent category to expand or collapse its children.

Example hierarchy:

Feed
  ??? Hay
  ??? Grain
  ??? Supplements
Veterinary
  ??? Vaccines
  ??? Treatment
Equipment

Empty State

If you haven't created any categories yet, the page will display: “No categories yet. Add one to get started.”

Using Categories

Categories appear throughout the financial system:

  • Transaction form — Select a category when adding or editing a transaction.
  • Receipt line items — Assign a category to each line item.
  • Profit & Loss report — Transactions are grouped by category.
  • Ledger filters — Filter transactions by category.
  • Dashboard insights — Top spending categories are highlighted.