Categories Screen BS420S02 (with screenshots)
To display this screen: Click Add, Edit or Delete in Categories - BS420
In this section:
Adding a Category Refer to this screenshot
Adding a Sub-Category Refer to this screenshot e.g.
You have a category called Bills You can create sub-categories like: Bills:Electricity Bills:Telephone
To create the sub-category Bills:Telephone, begin by
setting the Category popup to Bills. Click the New button Screen BS421S17 appears. Click the button: Add sub-category Screen BS420S02 appears Make sure the
Parent for this Sub category popup shows: Bills Continue to add the sub sub-category called (e.g.) Telephone
You can categorise your transactions to a third
level. e.g. After adding the sub-categories as in described above, you can do something llike this: Category pop-up will display: Bills Sub-category pop-up will
display: Bills:Electricity Bills:Telephone
You can create third level sub-categories like this: Bills:Telephone: Phone Bills:Telephone: Broadband
To
create this structure: Set the Category pop-up to: Bills Set the Sub-Category pop-up to: Bills:Telephone Continue to add the sub sub-category called (e.g.)
Broadband
Summary of screenshots for screen BS421S02
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