Create categories
ShoshanaB
Member Posts: 1
The list of transaction categories for filing is very limited. I need one for legal, and there is nowhere to add one.
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ShoshanaB
Member Posts: 1
The list of transaction categories for filing is very limited. I need one for legal, and there is nowhere to add one.
Comments
Yes, I too am finding the list of transaction categories insufficient. Who can help?
Hi @ShoshanaB and @johnmshepard ! New categories can be added from your Chart of Accounts page. Once you select an account type, you'll be able to name the category as needed. You can find a quick guide here. If this doesn't clear things up, please let me know.
Hello Charlotte,
According to what I've understood, what you're describing is how to add an account to an existing sub-category. What I'd Like to know is how to create a brand new sub-category?
For instance, Under the main category of 'Assets', there are 9 sub-categories (starting with 'Cash and Bank' and ending with 'Other Long-Term Assets') to which one can add an account as desired. But how does one add another sub-category to the aforementioned 9?
Many thanks,
Dan
Hey @DanArya, I'm afraid that it is not possible to edit or add to the existing sub-categories in your Chart of Accounts.
I would be interested in hearing what kind of sub-category you are looking to add to your account? I would be happy to then check in with our product team to see if it is and addition that might be on the horizon!