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Creating Subcategories

Creating subcategories is easy, just follow the steps below.

Categories Icon

Creating a Subcategory:

  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. Select the category in the table that you would like to add a subcategory to.
  4. Click the "Split" button on bottom left of the Categories View.
  5. Then set the new subcategory 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
Category Tax Codes
Linking Tax Codes to Categories
Auto-Categorizing Transactions
List of Payees, Types & Categories Topics