Categories & Cash flow structure

Categories in Atlar let you tag and classify transactions and forecasted transactions based on your own logic. They’re fully customizable and can be used to power more granular reporting, build tailored dashboards, or surface specific insights into your Cash flow or Forecasting. Whether you're categorizing transactions for accounting, cash flow analysis, or internal reporting, Categories help you make sense of your data in a way that fits your business.

How to create a category

1. Navigate to the Atlar dashboard → Settings → Cash flow Setup
2. Click on Add category in the top right corner to create a new category
3. Give the category a name that is easy for you to identify, such as Revenue, Salary or other

Once the categories are created you can assign the category to an inflow, outflow or both by following the below steps:

1. Navigate to the Cash flow structure tab
2. Click on Add category for either inflow or outflow, depending on how you want to categorize it.

Once you have created one or more categories, you can use them when setting up Categorization rules, that automatically assign the correct category to new transactions and new forecasted transactions. If you wish to apply the rules to historical transactions and forecasted transactions you can do so in the Categorization task.