Our transaction categories are divided into four major groups: Income, Deductible Expenses, Capital Expenditures and Financing, and Transfers & Other:

  • The ‘Income’ and ‘Deductible Expenses’ categories are in line with the categories used in Schedule E on your tax returns, helping to make tax time a breeze

  • The ‘Capital Expenditures and Financing’ and ‘Transfers & Others’ groups allow you to track non-revenue and non-expense items such as mortgage principal payments, credit card payments, security deposits, etc.

Each of these primary categories also contains a series of sub-categories, so you can get even more granular with your revenue and expense tracking.

We don’t currently offer customization for these categories, but we plan to add that capability soon.

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