Adding Categories

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Although the default Category List contains an extensive number of categories for your use, you may decide to add some categories of your own. This provides you with a way to manage transactions in a way that is meaningful to you

To add a new category from the main menu go to Lists.

You will see the categories divided to three folders – Income, Expense and Savings. Choose the required folder, click Options- > New , enter the name of the category. Click OK.

You can also add new category through the edit transaction dialog. When selecting the category for the transaction the Categories view will be open. Choose the required folder (incomes, expense or saving), click new and add a new category.

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