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Manage Categories
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Why would I add a category to a transaction?
What is the difference between a standard category and a custom category?
Why can I edit or delete some categories but not others?
How can I change a standard category?
How do I add a custom category?
How do I assign a transaction to a category?
Manage Categories
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 is the difference between a standard category and a custom category?
Standard categories are general transaction categories we have created for all customers to use. Custom categories are transaction categories you have created for your use.
Why can I edit or delete some categories but not others?
Only custom categories can be edited or deleted. Since standard categories are used by all customers, they cannot edited or deleted.
How can I change a standard category?
Standard categories cannot be edited. Instead, you can add a custom category with that includes the information you need to correctly identify and sort your transactions.
How do I add a custom category?
Click Add a New Category to the List to add your own categories.
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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