Topics
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- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
Add a Subcategory
You can also add subcategories at the time of entering a transaction by selecting ‘Add’ in the Subcategory field. It will be associated with the selected Category.
Otherwise, in the Manage Categories page, choose the associated Category and select ‘Edit Subcategories’ from the Actions menu. Enter the name of the new subcategory and click ‘Add’.
Subcategories will also be imported if you view a transaction or run a report containing a subcategory added by a friend.