Banking Transaction For and what transactions

SUGGESTED

Hi everyone.

I recently started using sage because My QuickBooks stopped working.

I am currently going through my past transactions and I am Trying to organize the transactions and i am having a difficult time with the categorization. 

My problem is with the pre-set transactions Category's. for example if I wanted to organize a charge for a system process there are no options for it other than something like "office supplies" or "Other office Supplies:

My question is simply how do i Create my own "What" Charges 

Thanks yell

Parents
  • 0

    Hi everyone.

    I recently started using sage because My QuickBooks stopped working.

    I am currently going through my past transactions and I am Trying to organize the transactions and i am having a difficult time with the categorization. 

    My problem is with the pre-set transactions Category's. for example if I wanted to organize a charge for a system process there are no options for it other than something like "office supplies" or "Other office Supplies:

    My question is simply how do i Create my own "What" Charges 

    Thanks yell

    You need to find “Category Management”, most likely there you will find where you can add a new category. Few people know about these matters. It’s good that there are such communities where they can help us. In general, I’m used to finding out information myself. I recently read about neobank, found https://dashdevs.com/neobank/ for this. In fact, many services have already appeared that can help at any time of the day. This is very cool, the Internet has certainly changed everyone’s life dramatically. Previously, to find out information you had to go to the bank and stand in line.

Reply
  • 0

    Hi everyone.

    I recently started using sage because My QuickBooks stopped working.

    I am currently going through my past transactions and I am Trying to organize the transactions and i am having a difficult time with the categorization. 

    My problem is with the pre-set transactions Category's. for example if I wanted to organize a charge for a system process there are no options for it other than something like "office supplies" or "Other office Supplies:

    My question is simply how do i Create my own "What" Charges 

    Thanks yell

    You need to find “Category Management”, most likely there you will find where you can add a new category. Few people know about these matters. It’s good that there are such communities where they can help us. In general, I’m used to finding out information myself. I recently read about neobank, found https://dashdevs.com/neobank/ for this. In fact, many services have already appeared that can help at any time of the day. This is very cool, the Internet has certainly changed everyone’s life dramatically. Previously, to find out information you had to go to the bank and stand in line.

Children
No Data