Add a transaction subtype

Objective

Add a value to the Subtype drop-down list to make it available as an option in all Transaction Subtypes menus.

Transaction Subtype options are added in the Drop-down Lists section of General Settings.

Go to the Gear icon > Settings > General.
From the left menu, select Drop-down Lists.
In the Transaction section, select Transaction Subtypes.
Select Add Row, and enter the new subtype name. Repeat as needed for additional values.
Select Save Changes

⚙️User Permissions may limit access to this feature or functionality.