Change/Add Account Categories

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mc_2022
mc_2022 Member
edited November 2022 in Getting Started
Is there a way to add in additional categories for the type of accounts?
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
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    Hello @mc_2022,

    Thanks for posting your inquiry to the Community!

    I'm not entirely certain what you're referring to, however, I'd definitely suggest checking out our Support Article here for more details on using Categories in Simplifi. Perhaps providing a specific example of what you're looking for would help the Community better assist you. :smile:

    -Coach Natalie
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