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Bill Payer

Categories

Staying organized is essential to keeping your finances in check. With Categories, you

can easily group like payments together for unity when creating reports. Assigning

and organizing your payees into specific groups called Categories ensures increased

convenience when paying your bills.

To Add / Modify Categories:

Click on the

Bill Payer

tab.

1.

Click on the

Helpful Resources

panel. Select

View/Modify Categories

.

2.

To add a category, simply enter a unique category name.

3.

Click

Add

.

4.

Category names can be modified by entering a new name

5.

Icons that help differentiate the categories can also be changed.

6.

It is easy to delete categories by checking the box under the

Delete

column.

7.

Choose

Continue

or

Don’t Change

.