How do I manage categories in the Personal Finance Management tool?
« Back to Member AssistanceThe first step is to assign categories to the transactions in your primary checking account. You can add categories in many ways:
- Automatic Categorization – The personal finance management (PFM) system will look at the data from your debit and credit card usage to suggest categories.
Enter Manual Category:
- From the Home Page, click an account to view the Account Details.
- Click the category icon or the pencil icon to edit the category assigned to the transaction.
- Choose the desired category from the sidebar.
Split a Transaction Category – The PFM system can split one transaction to be represented in multiple categories.
- From the Home Page, click an account to view the Account Details.
- Click a transaction to expand the details.
- Click the "split" icon to split a transaction into multiple categories.
- Enter the amount of the transaction that belongs in the new category.
- Click the category icon to change to a new category.
- Click the + Add Split button to add additional categories.
