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Categorization

Transactions (and other records) can be organized to categories and family members, and you can add to them unlimited number of tags. Categorization by payee and projects is available only for the commercial license.
 
Categorization
1

Categorization

1. Categorization
Select a category, family member, etc. Click the button to open the window for selecting a category. Here you can also add a new category. Click the arrow to quickly select a category from the list.
2

Tags

2. Tags
List of transaction tags.
3

Add or delete a tag

Click Plus (+) to select a tag from the list.
The "Select tags..." option opens the window where you can add new tags or select several tags.