1. Click > > > .

  2. Click CTRL+N to create a new line.

  3. Enter a category ID and the name of the category.

  4. Select whether to use the expense category in and select an expense type from the list.

    If you select to use the expense in , then you must select for the expense type.

  5. Enter any more information that you have about the expense category.

  6. Select a default payment method.

  7. On the tab, click CTRL+N and select the payment method.

    If you have selected to use the expense category in the Project module, add any additional information about the project category.

See Also