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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.

  1. Click the Accounts tab.

    Result: The Accounts menu is displayed

  2. Click Manage Categories.

    Result: The Manage Categories page is displayed.

  3. Click the Add a New Category link.

    Result: The Add Category page is displayed.

  4. Enter a Category name.
    Note: The use of special characters is not recommended.
  5. Enter a short category Description.
    Note: The use of special characters is not recommended.
  6. Select a Category Type.
  7. If the category will be used for transactions with taxable items, select Yes.
  8. Click Add Category.

    Result: The custom category is added.