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4.5. How do I assign the check amounts to categories.

If you want to keep track of how your checks amounts are being used, you can set up the system to allow you to specify different categories so you can assign your check amounts that are written to be assigned to them.

Here is how you can setup and use the categories.

First, you need to turn on this feature of the application.

Run the application.  Click on the Setup menu, then Accounts.

This will show you the Accounts screen. You will need to check the box that says Use Exp. Categories.  Then click the Close button.

This will turn on the options at the bottom of the check entry screen as shown. These options can be selected by clicking on the button or pressing the F5 key after you enter a check to be printed.

As you key in your check, you would enter the Payee and the Amount.  Before printing, press the F5 key or click on the button.

You will then be displayed the Category selection/entry screen.

Click on the Category drop down to select the Category you wish to assign to an amount used from the check total.  Now this can be the whole amount, or broken down into different categories.  As displayed below, we are writing a check to pay for the item purchased for office stuff.  There is a Software Purchase, some Home Office expense and also some Office Expenses. 

Just select the category, and then enter the amount to be charged to that expense.  Keep going if you have multiple categories to use.   

When complete, the Close button will appear when the check total has been dispersed to the appropriate categories. Then you can click the Close button.

You will see the dispersed totals and categories displayed on the check entry screen as shown. 

Then print the check as normal.  This will load the save the amounts into the different categories internally.  Which you can run the reports that show the amounts in the categories.  To see the reports, click on the Reports menu option.  

Then select the Categories  Report or the Summary Report along with the date range you wish to see.  Then print or preview the report.

Here is the output of the Categories Report

Here is the output of the Categories Summary Report