Create a new category using a mobile or table device by following the steps below from the Business Finance Assistant home dashboard
- Scroll down to Recent transactions and press 'View Bank Statement'
- Or access your Bank Transactions page from the main menu > Select bank account
- Tap within the category field of a transaction in edit mode
- Select the appropriate 'parent category' to open the sub-menu
- Select 'New Category' at the bottom of the sub-menu:
- Enter the name of your new category:
- Tap 'Done' to save