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Bill Payment

Helpful Resources - Categories

Staying organized is essential to keeping your finances in check. Using categories

enables you to easily group like payments together for unity when creating reports.

To Add / Modify Categories:

Click on

Transactions

,

then

Bill Payment

.

1.

Click on the

Helpful Resources

panel. Select

View/Modify Categories

.

2.

To add a category, simply enter a unique category name.

3.

Click

Add

.

4.

Category names can be modified by entering a new name.

5.

Icons that help differentiate the categories can also be changed.

6.

It is easy to delete categories by checking the box under the

Delete

column.

7.

Choose

Continue

or

Don’t Change

.