Categories
Everyday spending categories used when classifying transactions.
How to use it
Open Categories from the left nav to review or edit the list. New categories map to an underlying account and appear as options when classifying transactions.
Configuration
Requires an underlying Chart of Accounts entry for each category to map to.
Details
| Menu location | Left nav, Categories. |
| Who uses it | Everyone classifying day-to-day transactions |
| Prerequisites | Chart of Accounts |
Related pages
See which plan includes Categories on pricing, or how Count My Bucks compares to QuickBooks.