Add a Transaction Type drop-down list value

Objective

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Create a Transaction Type drop-down list value to categorize transactions.

Solution

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Transaction Types can be added in Settings to customize how transactions are labelled and reported.

1. Go to the Gear icon >  Settings > General and select Drop-down Lists in the left menu.
2. Click Transaction Types in the left menu.
3. Click Add Row.
4. Enter the name of the Transaction Type and select whether it is a Credit or Debit.
5. Click Save Changes.

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