Once your accounts are set up with Bookkeeping, categories will automatically be created and assigned to your transitions. However, you have the ability to create your categories to automatically assign to your transactions. Proper categorization is vital to getting the most out of Invoice Simple Bookkeeping.
How do I modify categories?
In Bookkeeping, hit the Transactions tab.
Ensure that Transactions is set to Review.
Under the Categorize column (on the right side of your screen), use the drop-down to select the relevant account. You can see Suggestions at the top of the drop-down menu or All Categories if you scroll down.
Once you choose a category for a transaction, hit Confirm. That transaction will be automatically moved to your list of categorized transactions.
