Select a topic below:
Payees, Types & Categories
Payee Names
Creating Payee Names
Deleting Payee Names
Hiding/Showing Payee Names
Merging Payee Names
Auto-Categorizing Transactions
Memorized Transactions
Transaction Types
Default Transaction Types
Creating Transaction Types
Deleting Transaction Types
Categories
Creating Categories
Creating Subcategories
Removing Subcategories
Category Tax Codes
Linking Tax Codes to Categories
Deleting Categories
Merging Categories
Importing Category Lists
Exporting Category Lists