How to Create a New Task Category

Creating new categories helps you organize your tasks

1. Once on the tasks tab of your transaction,  select Add Task from the panel on the left, or select "Edit" from the menu of an existing task. 


add task-2


2. Enter your task details, including the category. 

Use the drop-down selector to choose from categories that already exist or start typing in the field and press enter to create a brand new category name. 




Note:  Leaving the task without a category will place it in the "Other" category on the transaction detail.  This can be changed at any time.