Lists section

Lists

The Lists section is located towards the top of the main account list. In the Lists section is where you can access the main lists of payees, transaction types, categories, tags and flags. Review the screenshots and info below to learn more about the options available for the different lists found in Lists section.

Payees view

The Payees view is where the main list of payees for the file can be found. This is where you can select to create, edit, merge and delete payees.

General layout info:

General Layout Info

Editing layout info:

Editing Layout Info

Transaction Types view

The Transaction Types view is where the list of transaction types for the file can be found. This is where you can select to create, edit and delete transaction types.

General layout info:

General Layout Info

Editing layout info:

Editing Layout Info

Categories view

The Categories view is where the main list of categories for the file can be found. This is where you can select to create, edit, merge and delete categories.

General layout info:

General Layout Info

Editing layout info:

Editing Layout Info

Tags view

The Tags view is where the list of tags for the file can be found. This is where you can select to create, edit and delete tags.

General layout info:

General Layout Info

Editing layout info:

Editing Layout Info

Flags view

The Flags view is where the list of flags for the file can be found. This is where you can select to create, edit, merge and delete flags.

General layout info:

General Layout Info

Editing layout info:

Editing Layout Info