How to Use the Categories Page
Click on the ‘Manage’ tab and select ‘Categories’ under the Accounting section.
2. Here, you will see a list of all of the categories set for transaction types.
3. To edit a category, hover over the category you wish to edit and click the pencil icon.
4. Edit the category type, name, color, or description then click the blue ‘Save’ button.
5. To delete a category, hover over the category you wish to delete and click the trash can icon.
6. To add a category, click on the orange ‘Add Category’ button on the top right of the page.
7. Enter the new category type, name, color, and description then click the blue ‘Save’ button.