How do I categorize a transaction in a PayBook?

1. To categorize a transaction inside a specific PayBook, it is necessary to first select the transaction you wish to categorize. 

2. A screen with the transaction details will open. On this screen, click on the “Uncategorized” text within the Category section. A menu will deploy with all the Categories Glass offers; select the one that better describes your transaction. 

Captura.PNG

3. A message saying “Transaction updated” will show, which means that your transaction is now in the Category you chose. To close this screen, press the “Esc” key on your keyboard, or press the “Close” button. 

4. Within the list of transactions, you may see your transaction under the new category you chose within that PayBook.

Captura.PNG

You may do this process as many times as you want to categorize all your transactions as needed.

Have more questions? Submit a request
Powered by Zendesk