Group the items of income / expense

If there is a need to group expenditure items to be easily monitored and managed, customers can use the Categories feature . For example, if you want to put items such as: Electricity, water, internet, television, home repair … into the daily service category, follow the instructions below:

Step 1: In the Other tab,  click  Categories

Step 2: Select Expense Category or Income Category then click the icon

Step 3: Change items of income / expense

  • Check the items to be moved
  • Select Delete after moving
  • At To, select the item you want to move to

Click Done

Step 4: Click YES  at the message “Are you sure you want to move category of the record?”