Categories
Name what money in and money out is for, so your reports add up.
- Open Transactions, then Categories.
- Type a name under New category.
- Choose Money out or Money in.
- Press Add.
- Press Hide on a category you no longer use. Press Show to bring it back.
Tip Hiding a category keeps it off your forms. Past reports still use it.
Standard categories
Every business starts with the same list, marked Standard. These can't be hidden. Each name can be used once, whatever the capitals.
Still stuck? Contact us