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Creating Custom Categories

Deductr makes it easy to categorize your business income and expenses. Our program includes the most common categories used. 

Our default categories cannot be edited or removed, but YOU CAN create new categories. 

If you have multiple sources of income, you may need to separate these in Deductr. The only way to do this is by creating a category for each one of these income sources.

Note: Before proceeding to next step, carefully review all categories currently available and be sure NOT to duplicate. 

 
Creating Custom Categories 
 
Select "Edit Categories" on the Transactions Screen
Screen_Shot_2017-05-01_at_2.44.08_PM.png
 
In the pop-up window, you will see 3 main categories  

 

Screen_Shot_2017-05-01_at_4.00.25_PM.png

click + to expand view.

Screen_Shot_2017-05-01_at_4.01.55_PM.png

 
Step by Step Instructions and Examples: 
 
New Revenue Category

Step 1

Click + to Add a new category

Screen_Shot_2017-05-01_at_3.18.20_PM.png

Step 2

Name your new category and hit enter to save.

Screen_Shot_2017-05-01_at_4.49.14_PM.png

Your new category has been saved

Screen_Shot_2017-05-01_at_4.49.27_PM.png

 
 
 
New Income Category (subcategory)

Step 1

Click + to Add a new category

Screen_Shot_2017-05-01_at_4.35.33_PM.png

Step 2

Name your new category and hit enter to save.

Screen_Shot_2017-05-01_at_4.51.39_PM.png

Your new category has been saved

Screen_Shot_2017-05-01_at_4.51.54_PM.png

 
Multiple Businesses
If you have more than one business,
create an Income category for each business.
Click HERE to see if applicable to you 

Step 1

Click + to Add a new category

Screen_Shot_2017-05-01_at_4.35.33_PM.png

Step 2

Name your new category and hit enter to save.

Screen_Shot_2017-05-01_at_4.45.46_PM.png

Your new category has been saved

Screen_Shot_2017-05-01_at_4.54.44_PM.png

 
Rental Properties
If you have multiple rental properties, create a new subcategory for each one. 

Step 1

Click + to Add a new category

Screen_Shot_2017-05-01_at_5.00.24_PM.png

Step 2

Name your new category and hit enter to save.

Screen_Shot_2017-05-01_at_3.11.21_PM.png

Your subcategories have been saved

Screen_Shot_2017-05-01_at_5.01.25_PM.png

 

Now assign any of your transactions to your new category!

Screen_Shot_2017-05-01_at_5.07.36_PM.png

 

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