Managing Categories

With regards to the categories, we provide a built-in list and that can’t be renamed, but you are free to create additional ones that better suit your needs, and hide ours. You can handle all this in the Transaction Category Management setting. To get there, go to the User Menu, select Application Settings (see below) […]

What is a SEP IRA?

The SEP IRA (or Simplified Employee Pension IRA) allows you, the self-employed individual, to setup a retirement account.