Topics

Add a Category / Beneficiary / Investment / Payee

You can add individual categories, beneficiaries, investments and payees at the time of entering a transaction by selecting ‘Add’ in the relevant field. You can also add them in the relevant Manage page by selecting ‘Add’ in the Actions menu.

Select Add

When you add a category, you must choose whether it is associated with Income or Expenses. This is used to determine the default option (Credit or Debit) for your item values and in reporting.

Select Income or Expense for Categories

If you have an account shared with a friend, whenever you view a transaction or account that has an associated Category / Beneficiary / Investment or Payee that you don’t have in your list, it will be added automatically. The same is true when you run a report.

You can also view your lists of each item in the Manage section of the main menu.

use the Manage menu to view and edit categories, beneficiaries, investments and payees

Here you can add, edit or delete items from your lists. Deleted items still appear in reports, but will not appear as options in dropdown lists.