Select Payee and Category Setup
Click "Settings ->Setup
Payee and Category" menu on the top menu.
Edit/Add/Delete a Payee
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"Edit"You can edit an existing payee by selecting one from the list box on the right hand side. Click "Save" to save the changes.
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"Add"Clicking "Reset" button will clean up the content in all fields. You can input a new payee to the system.
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"Delete"Select a payee from the list box and click delete.
Add/Manage a Category
Category is used to categorize different types of payees.
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"Add"Enter a new category name in the "Category Name" input box and click Add.
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"Remove Payee"You can remove payees from a category.
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