SEE Finance Help

Index

Creating Transaction Types

Creating a Transaction Type:

1. Select the "Payees, Types & Categories" from the Account List.
2. Select the Transaction Types View by selecting the "Types" button on the right of the top bar.
3. Click the "+" button on bottom left of the Transaction 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:

• 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.