OnPoint Community Credit Union Retail Guide

138

6b

5

6a

6c

6d

5. Select a new category from the list. 6. Add a sub-category. a. Select the

icon to choose a sub-category. b. Select a sub-category from the provided list. c. Click the “+ Add a Sub-category” link to make a new sub-category. d. Enter the sub-category name and click the “Add” link.

Report Widgets: Spending