You can select several different expense categories within Business Finance Assistant. For example, you can categorise your expenses as ‘Travel’ or ‘Utilities’ or your incomings as ‘Sales – Service’ or ‘Sales – Product’.
If you can’t find the category you’re looking for, you can create your own by following these steps:
- Select ‘Bank Transactions’ from the main menu
- Select a bank account
- Choose a transaction and click within the 'Category' field
- Select the appropriate 'parent category' to open the sub-menu
- Select 'Customise Categories' at the bottom of the sub-menu
- Celect 'New Category' to enter the name of your new category
- Click 'Done' to save