Add a new Category 1

Objective

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Create a new Category 1 in Drop-down Lists to organize income categories in the system.

Solution

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Add a new Category 1 from the Drop-down Lists section within General Settings.

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.