The Add Category page is used to add a custom transaction category. Category information can be used to organize your transactions and to sort them on online reports.

You can access the Add Category page by clicking the Add a New Category link on the Manage Categories page or from a Transaction Detail page.

1. Click the Accounts tab.

   Result: The Accounts menu is displayed

2. Click Manage Categories.

   Result: The Manage Categories page is displayed.

3. Click the Add a New Category link.

   Result: The Add Category page is displayed.

4. Enter a Category name.

   Note: The use of special characters is not recommended.

5. Enter a short category Description.

   Note: The use of special characters is not recommended.

6. Select a Category Type.
7. If the category will be used for transactions with taxable items, select Yes.
8. Click Add Category.

   Result: The custom category is added.

See Related Topics:

• Manage Banking Categories
• Edit a Custom Category
• Delete a Custom Category
• Create a Banking Report

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.