There are two ways to add categories in the mobile app: from the settings page or while adding a transaction. To add categories in the Mobile app from the settings page, please follow these directions:
1) From the "Overview" page, click on the settings icon as shown here:
2) Select "Categories" from the "Manage" section.
3) To add a category, click on the "+" logo as shown here:
4) Add the "Name" of the category that you would like to add.
5) Select the "Category Type" from the list of available category types
- Income
- Non-Business Income
- Expenses
- Non-Business Expenses
NOTE: Transactions in on-business categories will not show on the mobile app.
6) For business categories, select the tax line on the schedule c worksheet that you would like this category to apply to.
7) Click "Save" to save this new category.
To add categories in the Mobile app while adding a transaction, please follow these directions:
1) From the "Overview" page, click on the "+" icon as shown here:
2) Depending on the type of transaction and category you would like to add, click either:
a) Add Expense
b) Add Income
3) While entering in the pertinent transaction info, click "Category."
4) At the top of the categories list, click "Add" to add a category.
5) Add the "Name" of the category that you would like to add.
6) Select the "Category Type" from the list of available category types
- Income
- Non-Business Income
- Expenses
- Non-Business Expenses
NOTE: Transactions in on-business categories will not show on the mobile app.
7) For business categories, select the tax line on the schedule c worksheet that you would like this category to apply to.
8) Click "Save" to save this new category.
Comments