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Customizing Hisabo: How to Configure Entry Preferences, Categories, and Reminders

Tailor Hisabo to Your Business Flow

Every business runs differently. A roadside tea stall primarily processes cash and UPI payments under β‚Ή50. A freelance software developer receives monthly bank transfers in thousands and pays for software SaaS subscriptions. A retail clothing shop tracks multiple payment types and needs reminders to follow up on bulk clothing orders.

That is why Hisabo isn't rigid. The app provides powerful customization screens to help you align your digital cashbook with your daily operations.

βš™οΈ Custom Configs: In Hisabo, you can drag-and-drop payment options, rename categories, set opening bank balances, and add customer payment reminders with ease.

1. Custom Categories & Payment Methods

Under the Entry Preference Screen, you are in complete control of how your income and expenses are classified. You can manage your category list and payment methods with simple interactive controls:

  • Drag-to-Reorder: Reorder payment options (e.g. UPI, Cash, Card, Bank Transfer) so your most frequently used method is highlighted first.
  • Add Custom Labels: Create specific categories tailored to your industry (e.g., "Raw Material," "Chai/Snacks," "Delivery Fees").
  • Delete Unused Items: Clean up the options you don't use to keep your transaction screens clutter-free.

2. Set Your Opening Balance

When migrating from a paper book to Hisabo, you don't need to re-enter years of history. Simply head to your preferences and set your Opening Balance. This sets your initial baseline cash-in-hand so your running balances match your cash drawer from day one.

3. Manage Payment Reminders

Never forget a payment deadline again. The Reminders Screen keeps a neat list of all scheduled payment alerts linked to your transactions:

  • Track pending vs. completed reminders.
  • See transaction amounts, customer names, and deadline times in one glance.
  • Mark reminders as settled or delete them with a confirmation alert when no longer needed.

Make Bookkeeping Work for You

Bookkeeping shouldn't feel like a chore. By spending 2 minutes customizing your categories and payment layouts, you'll log your daily entries faster and keep cleaner records. Try configuring your preferences in Hisabo today!

HT

Written by Hisabo Team

Product & Design

Product experts at Hisabo sharing bookkeeping insights, digital bahi-khata ledger tips, and financial guidelines to help micro-businesses, shopkeepers, and freelancers manage cash flow in India.

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