Add a new Category 1

Issue/Question


How do I add a new category 1?

Resolution


To add a new Category 1, follow the steps below:

  1. Go to Gear (icon) > Settings > General.
  2. In the left sidebar, select Drop-down Lists.
  3. In the left sidebar, select Category 1 (Income Categories).
  4. Select the Add Row button.
  5. Enter your new Category 1 in the newly created row.
  6. Save Changes.

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

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