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Categories |
Categories are used to group similar expenses such as: "Groceries", "Phone", or "Entertainment". The Budget Workbook contains an extensive built-in list of categories that you can use.
You can also create your own categories. The easiest way to create a new category is when entering a transaction. In the category field, type in any category you want to use. If that category does not exist yet, it will be created.
How To: Edit, add, or delete categories
- Click the Edit button at the top right of the main window. The category editor window will be displayed.
- To add a new category click the New Category button.
A small window will open allowing you to enter the name of the new category. Enter the name of the category and click OK.
- To change the name of an existing category, double-click the category name in the list then type the new name.
- To remove a category, select it in the list then click the Remove Category button.
- When finished working with categories, you can close the category editor window.
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Note: You can not remove a category that is currently being used by a transaction, as indicated by the check mark in the In Use column.
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The initial set of built-in categories will be re-created if you clear your data file. See the Preferences topic for more information.
