Steps to Export Your Category Tree
Follow these steps to export the category tree of an entity:
Access the Export Page: Click on the three lines ☰ located in the top right corner of the page and then on "Export my data".
In the Export type panel, choose Categories.
Select Export Type: In the Export type menu, pick Categories.
Choose Categories to Export: Decide whether to export:
Cash inflow categories
Cash outflow categories
Both cash inflow and cash outflow categories
Download the File: Click on the Export button to download an Excel file containing your category tree.
The exported Excel file can be edited and reimported into other entities, making it easy to replicate your category structure.
💡 Tips
Editing the Exported File: You can modify the categories in the Excel file to adjust or reorganize them before importing into another entity.
Consistent Reporting: Exporting and importing categories ensures consistent categorization across multiple entities, which is essential for accurate consolidated reporting.
FAQ ❓
How can I import the category tree into another entity?
To import the category tree into another entity, go to that entity, access the Import categories option in the three lines in the top right corner of your screen, and upload the edited Excel file.
Can I share my category tree with another user?
Yes, you can share the exported Excel file with another user, and they can import it into their entity following the import steps.