To create categories and category groups, you start by creating the category group and then subsequently add categories to the group. The transaction type is selected according to the category group. It is not possible to define a category of a transaction type that is different from the transaction type defined for the category group. For example, if the category group has a transaction type of , the subcategory cannot have a transaction type of .

Create a category group

  1. Click > > > .

  2. In the form, press CTRL+N to create a new category group.

Create a category

  1. Click > > > .

  2. In the form, press CTRL+N to create a new category group.

See Also