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Creating Transaction Types

Creating transaction types is easy, just follow the steps below.

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Creating a Transaction Type:

  1. Select the "Payees, Types, & Categories" view from the account list.
  2. Select the "Types" view by selecting the "Types" button on the right of the top bar.
  3. Click the "+" button on bottom left of the "Types" view.
  4. 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:

See also

Transaction Types
Default Transaction Types
List of Payees, Types & Categories Topics