The Manage Categories page lists all standard transaction categories and custom categories you have added. Category information can be used to organize your transactions and to sort them on online reports.

You can access the Manage Categories page by clicking Manage Categories on the Accounts menu.

1. Click the Accounts tab.

   Result: The Accounts menu is displayed

2. Click Manage Categories.

   Result: The Manage Categories page is displayed.

Custom categories can be added, edited, and deleted from this page.

See Related Topics:

• Add a Category
• 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.