EXPENSES | How to add a category or payee

BarBooks has several categories and payees that you may use. If you have your own or would like to add a new category and/or payee, you may do so.

To add a new category and payee, just free type in the Category and/or Payee field.

You may select the category with "new" tag or you may press enter/return from your keyboard to save.

Once you have saved the expense, the category and/or payee will be saved as well on your account. You will be able to see the new category and/or payee on the drop down list the next time you create an expense.

Note: The dropdown list of the Category and Payee fields will only show 20 items each. But if you enter the first few letters, suggestions will be shown on the list.