Did you know that setting a default transaction category on an account in CNBudget Central is useful when you want all transactions for that account categorized the same way?
How: From the ‘CNBudget Central’ tab, go to the ‘Manage Accounts’ menu and choose ‘Manage Sites and Accounts’. Locate the account you want to set a default transaction category for and select ‘Edit Account’ from the ‘Action’ column on the right. From the list, select a ‘Default Transaction Category’, check or uncheck if you want the category applied to past transactions and press ‘Update Account’.
Categorizing Transactions in CNBudget Central
Creating a Subcategory in CNBudget Central
Changing Category Names in CNBudget Central
Additional information about CNBudget Central
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.