Organize your transactions into different categories to monitor your monthly cash flow. When you create categories, you will have the ability to separate transactions and create detailed reports on your spending habits, which can help you stay on your budget.

Select Register from the left navigational menu, and click Add Transaction.

Enter a new Category here or click Edit Categories.

Select New Category button from the top of the Edit Categories screen.

Enter the Category Name, Description and Type. Click Continue to add this new category to your list.