Classes

Classes are segments you tag activity with so you can run separate P&Ls for each. They're the right tool for things like multiple departments, product lines, locations, or business units that share a single set of books.

Renamed in v3.29

If you used Geekonomics before v3.29, this feature was called Business Lines. Same concept, broader name. The data carried forward — what used to be your business lines now show up under Classes.

Creating a Class

Go to Classes in the sidebar (admin only) and click + New Class. Fill in a name, an optional code, and pick a parent class if this is a sub-segment of another. Classes nest — you can have a "Retail" class with "East Store" and "West Store" as children, and the parent's P&L rolls up both.

There's also an is_pre_revenue flag. Tick it for classes that aren't yet generating revenue (a new product line you're developing, an R&D effort) so reports can distinguish them.

Tagging Activity

Once you've created at least one class, a Class picker appears on the transaction, invoice, bill, and split forms. It stays hidden when no classes exist so it doesn't clutter the UI for businesses that don't use the feature.

The class flows through to every journal line posted by the document, the same way project tagging does.

P&L by Class

The P&L by Class report at /reports/pnl-by-class shows revenue, expense, and net for each class side by side over a date range you pick. Pre-revenue classes are flagged so a class that's intentionally losing money in its launch phase doesn't read as a problem.

Bulk Categorize

The Mass Categorize page (/mass-categorize) accepts a class ID, so you can sweep historical transactions into the right class after the fact. Useful when you set up classes mid-year and want to backfill.

What's next

Projects — narrower tagging within a class.