MANAGING PAYMENT CATEGORIES

Payment categories can assist you in organizing and maintaining your budget.

1.  From the "Payee Management" submenu, select "Manage Categories" to access the following screen:

2.  The following categories are set up by default:

• Auto
• Credit Card
• Household
• Miscellaneous
• Utilities

3.  You can change an existing category name by typing in a new name in the corresponding "New Category Name" field.

4.  You can delete an existing category by clicking on the corresponding "Delete" checkbox.

5.  You can add a new category by clicking the "Add a New Category" link.

6.  From this screen, you can customize your new category:

• Type the new category name
• Select payees from your payee list to include in your new category

7.  Click the "Add Category" button at the bottom of the screen.