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Classification Codes, Working with Expense Categories

Expenses can be classified using expense categories. Expense categories are considered a classification code. Argenta comes loaded with common expense categories to help you get started, but you can change them at any time. You can add or delete any expense category by selecting General Financials or Classification Codes > Expense Categories from the Argenta main menu on the left hand side of the screen.

View The Total Number Of Records
Above every list is a pink label that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta had an “Export List To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Add An Expense Category
Click the “Add an Expense Category” button above the list. The “Add a New Expense Category” window will come up…

Type a name for your expense category and click the “Add This Expense Category” button. The window will close and the new expense category will display in the list.

To Remove An Expense Category

In the expense category list, click the corresponding “Delete” button to remove the expense category from Argenta. Expense categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the expense category because it has been used to classify an Expense. If you still want to delete it, you can find the Expenses associated with it by filtering the Expense list, reclassifying all associated Expenses, then trying again to delete it.