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27
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
.