Add a new Transaction Type or Subtype

Objective

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Add a new Transaction Type or Subtype drop-down list value to categorize financial transactions.

Solution

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Transaction Type and Subtype values are managed in the Drop-down Lists section of General Settings. 

1. Go to the Gear icon > Settings > General and select Drop-down Lists on the left menu.
2. Select the Transaction Types or Transactions Subtypes list.
3. Click Add Row. New rows are added to the top of the list.
4. Enter the name of the new list value and define whether it is a Debit or a Credit.
5. Save Changes.

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