SEE Finance Help

Index

Exporting Category Lists

Exporting Category Lists:

1. Select the "Payees, Types & Categories" from the Account List.
2. Select the Categories View by selecting the "Categories" button on the right of the top bar.
3. Click the "Export" button on bottom left of the Categories View.
4. Select the type of file to save (QIF, CSV or PDF) and the location to save it.
5. Click "Save" and you're done!