Frequently Asked Questions  •  How Do I...  •  Glossary

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Account Activity

Account Information

Accounts Overview

Add a New Category to the List

Add Notifications

Delete a Custom Category

Delete Credit Card Payment

Delete Notifications

Delete Recurring Credit Card Payment

Delete Recurring Transfer

Delete Transfer

Edit a Custom Category

Edit Credit Card Payment

Edit Recurring Credit Card Payment

Edit Recurring Transfer

Edit Transfer

Make a Credit Card Payment

Make a Recurring Credit Card Payment

Make a Recurring Transfer

Make a Transfer

Manage Categories

Scheduled Credit Card Payments

Scheduled Transfers

Split Transaction Amount between Categories

View My Notifications

Transaction Detail

Why would I add a category to a transaction?

What is the difference between a standard category and a custom category?

Transaction Detail

Why would I add a category to a transaction?

Category information can be used to organize your transactions and to 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 own use.