Manage Categories and Subcategories

 Create, edit and manage new or existing Categories and Subcategories reflecting your financial habits. 

 

 To create a new category, go to Upcoming Bills Screen

            Press Menu button

 

             Tap Manage Categories

            

 

            Tap New Category

            

 

            Fill in Category Name

             

 

            Select Transaction Type

            Either ‘Income’ or ‘Expense’. BillsReminder^TM automatically recalls the transaction type assigned to each Category.

 

            Select Parent Category (optional)

            Create a Subcategory by selecting a Parent Category to tag a Subcategory to. Only an existing Parent Category may be selected. For example, the Subcategory ‘Groceries’ may be created under a Parent Category ‘Household’.

 

            Fill in Description (optional)

 

            Tap to raise a Colour Wheel to Colour Code your Category

 

            Tap Save or Cancel to complete your New Category

 

 To create a new category, go to Upcoming Bills Screen

             Press Menu button

 

            Tap Manage Categories

 

            Tap and Hold on Category Name to view Category menu of options

           

 

Select View/Edit Category to view details or make changes and updates to Category or Delete to permanently remove a Category. All transactions from the Category will be deleted or moved to a default Category called ‘Others’.

 

 New Categories may also be added while creating a new transaction.

 

 Database Tools

 BillsReminder^TM allows the following Database Tools:

 

·         Create Backup Files (Full version only)

·         Restore From Backup File (Full version only)

·         Purge All Backups (Full version only)