Transaction Categories Tutorials

Transaction categories are optional. You can create them for reporting and filtering, for items and for transactions.

💡These tutorials explain how to create, edit and copy transaction categories on the Categories tab of a Transaction Type.

How to Create a Category#

1. Navigate to Categories.
2. Click Add/Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Fill in the details as follows:
   1. Code = Enter an abbreviation for the category.
   2. Description = Enter a description for the category.
5. Click Save (button) or press Tab to automatically open a new row.

How to Edit Categories#

1. Navigate to Categories.
2. Click Add/Edit (button).
3. Click any field and edit the text.
4. Click Save (button).

How to Copy Categories#

1. Navigate to Categories.
2. Click Copy Categories From (button).
3. Select a Transaction Type from the dropdown list of Transaction Types that have categories.
4. Click Yes (button) on the popup to confirm that you want to copy the categories.
   • Note: The changes are saved automatically.