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Manage Categories

The Manage Categories page lists all standard transaction categories and custom categories you have added. Category information can be used to organize your transactions and to sort them on online reports.

You can access the Manage Categories page by clicking Manage Categories on the Notes menu.

Click the Notes tab.
Result: The Notes menu is displayed.
Click Manage Categories.
Result: The Manage Categories page is displayed.

Custom categories can be added, edited, and deleted from this page.

Parent topic: Transaction Categories

See Related Topics:

Add a Custom Category

Edit a Custom Category

Delete a Custom Category

Create a Report