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Customize Your System


To break down Main categories further you may choose to use the

purple Subcategory Section. Go to “Deposits” and scroll right to use the subcategories. Do the same in “Checks” for the expense side.

For example you can use these to summarize 1099 information for the entire year or for tracking individual membership dues for non-profit groups. 

Cost (Profit) Centers 

Income and expenses of the same project can be compared. Click on “Summary” from the left menu to view the year-to-date profit for your cost centers.

 Category Corner

Click on the first period to setup new categories for the year.  You can use the preset categories for business, non-profit and personal by clicking “Setup” from the left menu, then click the down arrow.

Or, you may want to choose expense categories from one of the following business types:

 Subcategories and Cost Centers

 Hide and Unhide Sheets

You can hide sheets you don’t plan to use by clicking on the tab you want to hide, then click on “Hide Sheet”.  To Unhide Sheets, go to “Setup” and click “Unhide”.