Cash Type

Version: 1.0.3
Route: /settings/cash-type
Who can access: Signed-in users with permission to manage setup types (Admin in Demo Mode).

Screenshot

What this page does

Maintain cash-type classifications (for example Cash in Hand, Savings, Owned Cash). Combined with Account Type in Settings, these filters control which accounts appear on Cash & Savings and Payable/Receivable.

Layout at a glance

• Title Cash Type
• Add control
• List with name, code, description, active state, and related actions
• Edit and Delete controls
• Same modal pattern as Account Type

Steps

Browse cash types

1. Open Settings → Cash Type.
2. Review types assigned to accounts.

Add a cash type

1. Select Add.
2. Enter Name and Code.
3. Optionally add Description and set Active.
4. Save.

Edit or delete

1. Use edit (pencil) to update a type.
2. Use Delete and confirm when the type is no longer needed.

Wire types into views

1. Open Settings.
2. Assign cash types under Cash & Savings and Payable & Receivable.
3. Select Save.

Fields

Errors & edge cases

• Empty list: No cash types yet. Tap + to add one.
• Validation for name/code mirrors Account Type.
• Accounts still keep historical type labels even if you later rename a type.

Related links

• Account Type
• Settings
• Cash & Savings