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Add categories-How to ?

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Francis

13 Aug, 2019 07:08 PM

How can edit or add categories to an account in the software?

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1. Create, edit or delete Categories

   Income Categories track where your money is coming from.

   Expense Categories track where your money is going.

   To access your categories, you can navigate to Tools→Categories within the menu bar.

   

   Create Categories -

   From the Categories window, to create a new category click “New”.

   You can then choose the category type, either Income or Expense.

   

   In the next window, you can input the category detail...

   See more..

1. 1 Posted by -Kevin N. on 13 Aug, 2019 07:16 PM

   

   Hi Francis,

   From the Moneydance menu bar, go to Tools > Categories.
   In the resulting window you can add, remove and / or edit categories.

   -Kevin N. (not a member of MD support)

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