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Online Banking Tip of the Day: Review Transactions Assigned to a Category when Setting Budget Goals in CNBudget Central

May 17, 2013

Did you know that when setting your budget goals in CNBudget Central, you can review the transactions assigned to a category for the month to verify that they are categorized correctly?
How:  From the ‘CNBudget Central’ tab, go to the ‘Spending Reports’ menu and choose ‘Set Budget Goals’.  Select the amount displayed in the ‘Spending This Month’ column for a category to view the transactions that total that amount.  This is useful to identify and correct transactions that may not be categorized as you want them to be.

Related Tips:
Amounts to Review for Setting Monthly Budget Goals in CNBudget Central
Setting Monthly Budget Goals for a Transaction Category in CNBudget Central
Setting Budget Goals on All Your Accounts and on Your Account Groups
Display All Categories when Setting Budget Goals in CNBudget Central
Categorizing Transactions in CNBudget Central

Additional information about CNBudget Central

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