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Online Banking Tip of the Day: Setting a Default Transaction Category for an Account in CNBudget Central

May 2, 2013

Did you know that setting a default transaction category on an account in CNBudget Central is useful when you want all transactions for that account categorized the same way?
How:  From the ‘CNBudget Central’ tab, go to the ‘Manage Accounts’ menu and choose ‘Manage Sites and Accounts’.  Locate the account you want to set a default transaction category for and select ‘Edit Account’ from the ‘Action’ column on the right.  From the list, select a ‘Default Transaction Category’, check or uncheck if you want the category applied to past transactions and press ‘Update Account’.

Related Tips:
Categorizing Transactions in CNBudget Central
Creating a Subcategory in CNBudget Central
Changing Category Names in CNBudget Central

Additional information about CNBudget Central

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Online Banking Tip of the Day