Skip to main content

How To Create And Assign Income Categories In Triad

Learn how to organize your revenue streams by creating custom income categories within the Triad platform. This guide simplifies the process of labeling and assigning new income sources to ensure your financial tracking remains accurate.

D
Written by Drew Russell

Client Navigation

2. Click any client card.

3. Click Settings.

4. Click "Income"

Category Setup

5. Click "New Category"

6. Enter Income type in the Name field.

7. Click "Create"

8. To use the new category, Click Accounting.

9. Click "Income"

Income Entry

10. Click "New Income"

11. Select Newly created category as the income category.


Did this answer your question?