How do I manage categories in the Personal Finance Management tool?

The first step is to assign categories to the transactions in your primary checking account. You can add categories in many ways:

• Automatic Categorization – The personal finance management (PFM) system will look at the data from your debit and credit card usage to suggest categories.
• Enter Manual Category: – From the Home Page, click an account to view the Account Details. – Click the category icon or the pencil icon to edit the category assigned to the transaction. – Choose the desired category from the sidebar.
• Split a Transaction Category – The PFM system can split one transaction to be represented in multiple categories. – From the Home Page, click an account to view the Account Details. – Click a transaction to expand the details. – Click the "split" icon to split a transaction into multiple categories. – Enter the amount of the transaction that belongs in the new category. – Click the category icon to change to a new category. – Click the + Add Split button to add additional categories.