Help
Frequently Asked Questions
Why would I add a category to a transaction?
What is the difference between a standard category and a custom category?
How do I add a custom category?
Can I assign a more than one category to a transaction?
Why would I split a transaction amount?
Why can I edit or delete some categories but not others?
How can I change a standard category?
How do I assign a transaction to a category?
What are tax items?
What happens to transactions already assigned to a category I want to delete?
What is a transaction category?
Transaction Categories
Category information can be used to organize your transactions and to sort them on online reports. Back to top
Standard categories are general transaction categories we have created for all customers to use. Custom categories are transaction categories you have created for your own use. Back to top
You can access the Add Category page by clicking the Add a New Category link on the Manage Categories page or from a Transaction Detail page. Back to top
Yes. In the Category field on the Transaction Detail page, select Split Transaction Amount. After you click Save Changes, the Split Transaction Amount page is displayed. Simply select the appropriate categories and enter the associated amounts. Back to top
To assign more than one category to a transaction. Back to top
Only custom categories can be edited or deleted. Since standard categories are used by all customers they cannot be edited or deleted. Back to top
Standard categories cannot be edited. Instead, you can add a custom category that includes the information you need to correctly identify and sort your transactions. Back to top
Go to the Account Activity page. Click the transaction description to display the Transaction Detail page. You can assign a category on the Transaction Detail page, select the appropriate category and click Save Changes. Back to top
This field is used to identify whether or not the category includes transactions that are either tax-deductable or taxable items. It is optional information and is only used by you to organize transactions and sort them on online reports. Back to top
Before the category is deleted, you will be given an opportunity to reassign these transactions to another category or indicate that you no longer want them categorized. Back to top
Category information is used to organize your transactions and sort them on online reports. Back to top
Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.
