Categories Icon

Creating Categories

Creating categories is easy, just follow the steps below.

Categories Icon

Creating a Category:

  1. Select the "Payees, Types, & Categories" view from the account list.
  2. Select the "Categories" view by selecting the "Categories" button on the right of the top bar.
  3. Click the "+" button on bottom left of the "Categories" view.
  4. Then set the new category to have all your desired information (name, color, if it is an expense, if it is tax related, tax code, and image). To set an image just drag and drop one into the image view on the bottom right.

See also

Categories
Creating Subcategories
Remove Subcategories
Merging Categories
Category Tax Codes
Linking Tax Codes to Categories
List of Payees, Types & Categories Topics