Working with the categories

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Categories provide a powerful mechanism for specifying where the incoming payment came from (e.g. salary, dividends, bonus, etc.) or where expenditures went (e.g. auto, groceries, tax etc.).

If for instance you buy clothes at many different stores , you can assign the same clothes category each time you make a payment to those stores.

You may then use the budgeting and reporting facilities to quickly determine your periodic clothes expenditure.

The Category List views allow you to review and select categories on the handheld.

To review/add/edit/delete categories go to  Lists > Categories

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