Description of the "List of Categories" Dialog Box


For HPC

For Pocket PC and PsPC

By pressing the button “ ” you'll open the “Select a Category or [Transfer]” dialog box.

In the dialog box, you can select a category and account (when transferring money). You can also create categories, delete and edit them as well as make some changes in categories / subcategories' structure.

Select Category or [Transaction]” can be called by pressing :
- for PsPC;
- to the right of the Category field - for Pocket PC.

In the dialog box, you can select a category and account (when transferring money). You can also create categories, delete and edit them as well as make some changes in categories / subcategories' structure.

Category / New

To create a new category, select “All categories ” and click “New ”. Then replace “<_New_Category_>” with a name of the category.

To create a subcategory, you must select a category where the subcategory is supposed to be created, and then press “New”. 

For example, you need to create a subcategory “Repair” in the category “Car”. To do so, select “Car” Category and press “New”. Then replace _New_Category_>” with “Repair”.

 

Category / New

To create a new category, select “All categories ” and click “New ”. Then replace “<_New_Category_>” with a name of the category.

To create a subcategory, you must select a category where the subcategory is supposed to be created, and then press “New”. 

For example, you need to create a subcategory “Repair” in the category “Car”. To do so, select “Car” Category and press “New”. Then replace _New_Category_>” with “Repair”.

Category / Delete

Sometimes there is no more need in some of the categories. To avoid categories overload the list, some of them can be deleted.

To delete a category, you need to select the category to be deleted and press “Delete”. Confirm you want to delete the category.

Category / Delete

Sometimes there is no more need in some of the categories. To avoid categories overload the list, some of them can be deleted.

To delete a category, you need to select the category to be deleted and press “”. Confirm you want to delete the category.

 

Category / Edit

To make some changes in categories, you need to select from the list a category to be changed and a second later press it once with the pen. The program turns to the editing mode.

Making changes in the Category/Subcategory Structure

Assume that you have created a subcategory in the inappropriate category.

For example, the “Repair” category that should be in the “Utilities” Category is in the “Car” Category.

To move the “Repair” subcategory, you need to select it, then press keys CTRL+X (cut). Then select the category “Utilities ” and press CTRL+V (paste).

Making changes in the Category/Subcategory Structure

Assume that you have created a subcategory in the inappropriate category.

For example, the “Repair” category that should be in the “Utilities” Category is in the “Car” Category.

To move the “Repair” subcategory, you need to select it, then press "" (cut) Then select the category “Utilities ” and press the button "" (paste).


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