Add a Custom Category

The Add Category page is used to add a custom transaction category. Category information can be used to organize your transactions and to sort them on online reports.

You can access the Add Category page by clicking the Add a New Category link on the Manage Categories page or from a Transaction Detail page.

Click the Notes tab.
Result: The Notes menu is displayed
Click Manage Categories.
Result: The Manage Categories page is displayed.
Click the Add a New Category link.
Result: The Add Category page is displayed.
Enter a Category name.
Note: The use of special characters is not recommended.
Enter a short category Description.
Note: The use of special characters is not recommended.
Select a Category Type.
If the category will be used for transactions with taxable items, select Yes.
Click Add Category.
Result: The custom category is added.

Parent topic: Transaction Categories

See Related Topics:

Manage Categories

Edit a Custom Category

Delete a Custom Category

Create a Report