How do I add a folder?

Last Updated: Jun 12, 2014 05:46PM EDT

In your Inbox, hover your mouse over the list of folders on the left hand side of the screen. Click on the “+ ADD” button that appears next to that category of folders (eg Income, Fixed Costs, Flex Spending).

In the popup that appears, fill out the details for that folder, including name, budget, folder color, and whether to include the content of the folder in the the rollups and trends analysis.

Then click “Save”.

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