SEE Finance Help

Index

Creating Categories

Creating a Category:

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 "+" 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.

Notes:

• The "Expense" and "Tax Related" settings for categories control how and where they are presented in the program's reports and budgets. If a category is checked as an "Expense" it will appear under "Expense" listings in reports and budgets. Otherwise the category will appear under "Income" listings for reports and budgets.