Creating Transaction Types
Creating transaction types is easy, just follow the steps below.
Creating a Transaction Type:
- Select the "Payees, Types, & Categories" view from the account list.
- Select the "Types" view by selecting the "Types" button on the right of the top bar.
- Click the "+" button on bottom left of the "Types" view.
- Then set the new type to have all your desired information (name, color, and image). To set an image just drag and drop one into the image view on the bottom right.
Notes:
- By default transaction types you create allow transactions they are associated with to have negative or positive amounts for transactions, but you can set the transaction type's amount restriction to allow positive amounts only or negative amounts only if desired.
See also
Transaction Types
Default Transaction Types
List of Payees, Types & Categories Topics