How to Create a New Task Category

Creating new categories helps you organize your tasks

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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. 

 

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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. 

 

Category

 

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.