How to Update a Farm Expense Category

Pigax allows you to update the name of an existing farm expense category whenever the way you organise your farm expenses changes.

For example, you may discover that the expenses grouped under a category have changed, or that the current category name no longer clearly describes the expenses assigned to it. In this situation, you can rename the category instead of creating a new one.

Keeping category names clear and accurate helps you maintain organised financial records. It also makes it easier to identify expenses, review farm spending, and prepare your records when balancing your farm accounts.

When you update a category name, the new name will be used in the farm expense overview and wherever that category is associated with farm expenses.

 

Step 1: Open Farm Expenses

From your Pigax dashboard main menu.

Click Expenses, and then select Farm Expenses.

Pigax will display the farm expense overview. This page shows all the farm expenses that have been recorded on your farm.

 

Step 2: Open the Categories section

On the farm expense overview page, click Categories at the top-right side of the screen.

Pigax will display the category overview. Here, you can see all the farm expense categories that have been created on your farm.

 

Step 3: Select the category you want to update

Find the category whose name you want to change.

Click Edit beside the category.

Pigax will open the category form and display the current category name.

 

Step 4: Update the category name

Replace the existing name with the new category name.

Use a clear and descriptive name that accurately represents the expenses that are grouped under the category.

For example, you may change a category named Repairs to Repairs and Maintenance if it will now include both repair and routine maintenance expenses.

 

Step 5: Save the changes

After updating the category name, click Save.

Pigax will save the changes and display the updated category name in the category overview.

The updated name will also appear on the farm expense overview page and on expenses associated with that category.

Note

Choose category names that are specific enough to make your financial records easy to understand. Avoid changing category names frequently, as consistent categories make it easier to compare farm expenses over time.