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Online Banking Tip of the Day: Simplifying the List of Categories to use for Transactions in CNBudget Central

April 18, 2013

Did you know you can select which categories are displayed in the list to use for transactions within CNBudget Central?
How:  From the ‘CNBudget Central’ tab, go to the ‘Transactions’ menu and choose ‘Manage Categories’.  Displayed on this page are category groups, click the plus sign to the left of a group to view the categories in that group.  You can check or uncheck what you want displayed in the category list when categorizing transactions.  Changes to the categories you have selected can be made at any time.  When you are finished, click ‘Save Changes’ at the bottom right of the page.  Managing categories helps Simplify the list displayed when categorizing transactions.

Related Tips:
Adding Manual Transactions in CNBudget Central
Ways to View Transactions in CNBudget Central
Manually Reconcile Transactions in CNBudget Central

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Online Banking Tip of the Day