XS Finance

Introduction

Installing XS Finance

Launching XS Finance

Using for the first time

Navigation & Basics

Creating a new account

Logging in & out

Managing your accounts

Managing transactions

Scheduled transactions

Budgets

Managing categories

Import &  Export

Charts &  Reporting

Reconcile Accounts

Synchronization

Configuring XS Finance

Registering XS Finance

www.xcitesoftware.com

 

Managing your categories

Categories enable XS Finance to classify transactions for the purpose of reporting or to simply provide you with more information.

Whenever you create a new user data file, XS Finance automatically adds many categories, however you may find that this isn’t enough and you need to add your own or you need to modify the existing ones.  To do this, simply select the Categories icon from the slider, a categories window will then be opened.  

 

Creating a new category

Creating a new category can be accomplished by selecting the New button, a category details window will then open.

  1. Select the Name field and enter the name of the category / class.

  2. Select the Description field and enter the description of the category / class.

  3. Select the Type drop list and select income or expense or alternatively if you wish this new category to be a child of an existing category, for example a category called Gas (being an item of Utilities category), then choose Child and then select the Parent category, in our example this would be Utilities.

  4. Select either Create to store the new category or Cancel to return to the category list without storing the category details.

Editing an existing category

To edit an existing category, simply select the desired category and select Edit, then follow the appropriate steps in Creating a new category and select Update to store the amendments.

Deleting a category

To delete an existing category, simply select the desired category and select Delete, select Yes from the confirmation prompt to delete the category or No to leave the category intact.

Deleting / Resetting  all categories

Initially XS Finance will create a default set of categories for your new personal file. If you are importing an account from a QIF file and wish to import the category list from that, you may first want to delete the predefined set, allowing you to then use your familiar set of categories. From the Categories screen, select Reset categories from the menu. This will firstly delete all categories from the database. You will then be asked if you want to recreate the XS Finance default categories. If you intend to use your own set, answer no to this second question.