Categories

Overview

Categories let you label every non-transfer transaction (for example: Fundraising Income, Uniforms, Travel, Donations). The first time you open the page, FireSafe loads a standard set of band-booster categories. You can keep them, edit them, or add your own.

Creating and Editing Categories

Click “Create New Category”. Enter a name and an optional description. From the list you can also Edit or Delete any category. Deleting a category does not delete transactions — it only removes the category link from those transactions.

Assigning Categories to Transactions

When you add or edit a transaction on the Accounts page, choose a category from the dropdown (or create a new one on the fly). Categories appear in the transaction table and are used for reports and analysis.

Viewing a Category

Click a category name to open its detail page. You will see:

• Total credits, debits, and net for that category
• A full list of transactions assigned to it
• Print support for the list

Analysis

Click the Analysis button to open pie charts that break down Credits (income) and Debits (expenses) by category. Uncategorized amounts are included when present. Internal transfers are excluded so the charts reflect real activity.

Print Report

Click Print Report to generate a printable Category Report. You can:

• Choose a date range (or leave blank for all dates)
• Optionally include full transaction detail under each category

The report shows credits, debits, net, and transaction counts per category, plus totals. Transfers are excluded.

Best Practices

• Use the pre-loaded standard categories as a starting point — they cover most band-booster needs.
• Keep category names short and clear.
• Assign categories at the time you enter the transaction whenever possible.
• Review the Analysis charts periodically to see where money is coming from and going.
• Use the Print Report with a date range for board meetings or audits.