You use this form to define the grouping categories you want to see on your accounting reports. A definition consists of a non-duplicated number, and a title that you want to see on reports.
| You should leave the "0 - None" definition, as that is a universal default. |
| Your numbers don't have to be contiguous, so you probably should skip numbers in order to be able to insert new categories. Groupings will be in the numeric sequence. |
| Both Income and Expense accounts can use the same categories, or you may want to make them exclusive. It makes no difference within the program. |
| After you have defined your categories, you then go to your Income and Expense accounts, and assign a User category to each account. Again, the default is 0 (None), and any accounts that aren't categorized will be lumped together in that grouping. |