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Add or remove budget categories

  1. Click the Planning tab.
  2. Click the Budgets button.
  3. Click Budget Actions > Select categories to budget.
  4. In the Select Categories to Budget window, click the tab where the category you want to add or remove is located. For example, click Personal Expenses to display your personal expense categories.
  5. Select the categories you want to add to your budget; de-select the categories you want to remove.
  6. Click OK to save your changes.
  7. Assign amounts to your categories in the budget window.