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Categories and Setup

FAQs about managing categories and how they impact forecasting in BCB

  1. What are categories in BCB?

    Categories group income and expenses, and define how they behave in forecasts

  2. How do categories affect my forecast?
    Correct categorisation ensures income and expenses are timed and classified accurately
  3. Can I edit categories?
    Yes. You can create and edit your own categories. However, you cannot edit a category which is synced from an integration.
  4. Can I hide categories?
    Yes. By selecting the 'Eye' icon in categories, you are able t remove a category from being shown in cashflow
  5. What happens if categories are incorrect?
    Incorrect categories may lead to misleading forecasts and insight. Ensure integrations are regularly updated and synced to prevent this from occurring.
  6. Are categories synced from my integrations?
    Yes, categories from your integrations are synced to BCB. However, you are only able to edit these from the integrations themselves, not within BCB.
  7. Can I create custom categories?
     Yes. You are able to create custom categories as need. Simply click ‘New category’ in the top right corner on the Categories page.