Initial Setup Menu

Getting Started

Initial Setup

Learn where to make find the initial setup menu, and how to make changes to your ACCOUNTS, categories, subcategories.

The Initial Setup Menu

Accounting spreadsheet template

  • Click 2A to view a list of your preset Categories and Subcategories
  • Use 2A-C to individually change your Categories and Subcategories
  • Use 2D to import a group of Income and Expense Categories that will overwrite the expense categories list you originally selected
  • Use 3A-C to make any necessary changes to your ACCOUNTS
  • Use 4 to enter starting balances and finish setting up the system. Watch the System Settings video for more info on how to do this.
  • Use 5 to Update Reports
  • Go to Main Menu to set up Budget (under Reports), Customers (under Invoices / Receipts), and ACCOUNTS for Importing (under Import)
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