How can I create a category and/or sub-category?
FAQs Categories and payeesYou can create a category and/or sub-category by using one of the following ways: While importing, when you write the category name, you can use the following format, “Household:Electricity”. This will create a parent category named… Ler mais
How can I create a payee?
FAQs Categories and payeesYou can create a payee by using one of the following ways: When importing your bank statements you can write the payee name. This will create a payee if it doesn’t exist. While inserting or editing a transaction… Ler mais
Is there a limit to the number of categories or entities?
FAQs Categories and payeesNo, there is no limit to the number of categories, sub-categories or entities. You can insert as many as you like. Ler mais
