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Set the default payment categories

Set your default payment categories so you don’t have to choose the bank account where a payment is coming from or going to every time you record a payment. 

If a payment is made using a different account, you can change the payment method when you record the payment. 

  1. Go to More and tap Categories

  2. Tap Payment categories

  3. Tap the payment category you want to set. 

  4. Expense payment category – choose the default bank or credit card account you use for money going out, then tap the back arrow. 

  5. Income payment category – choose the default bank account you use for money coming in, then tap the back arrow.