Budget category type controls how a category behaves in forms, budgets, and reporting.
Itemized
Use for physical products that should be tracked as individual items.
Examples:
- Furnishings.
- Accessories.
- Rugs.
Itemized categories usually support item entry and inventory movement workflows.
Expense
Use for non-itemized costs that do not need individual item records.
Examples:
- Delivery.
- Install.
- Fuel.
- Storage.
Fee
Use for company revenue or service fees.
Examples:
- Design Fee.
- Retainer.
- Project Management Fee.
Fee categories may be protected by financial access settings.
General
General is a broad or legacy type. It may behave like an expense category in some workflows.