Manage transaction categories

Customize transaction categories in Cobo Portal to improve financial tracking and reporting, ensuring clarity in your organization’s finances.

The organization admin holds the authority to customize transaction categories. They can introduce new categories to precisely reflect the diverse transaction types within the organization. Whether it is for reimbursements, DeFi investments, trading, employee salaries, bounties, or other financial activities, this feature significantly enhances the clarity and effectiveness of financial tracking and reporting.

To add a new category, click Organization > Transaction Categories > Add Category.

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