How to set up buckets

A bucket is a category (rent, payroll, sales). Buckets are shared across environments by a scope, so one chart of categories can serve every book.

1. Open Buckets.
2. Add a bucket with a clear name.
3. Set its scope: all environments, or specific environments only.
4. Assign entries and definitions to the bucket so reports and roll-ups group them together.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.