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Categories Page

The Category page lets you view, add, edit, and delete transaction categories to keep your finances organized.

Sarel Cohen avatar
Written by Sarel Cohen
Updated over 2 weeks ago

How to Use the Categories Page:

  1. 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 "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 "Add Category" button on the top right of the page.

  7. Enter the new category type, name, color, and description, then click the "Save" button.

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