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Add a New Category to the List
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Why would I add a category to a transaction?
What are taxable items?
How do I assign a transaction to a category?
Add a New Category to the List
Why would I add a category to a transaction?
Category information can be used to organize your transactions and sort them on online reports.
What are taxable items?
This field is used to identify whether or not the category includes transactions that are taxable. It is an option information and is only used by you to organize transactions and sort them on online reports.
How do I assign a transaction to a category?
Go to the Account Activity page. Click the transaction description to display the Transaction Detail page. You can assign a category On the Transaction Detail page, select the appropriate category and click Save Changes.
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