To add a new category, select "Add New Category". You will then enter the category name, description, type, and For.

 

         Administration –          Belongs to the Unit

         Fundraiser -                    Is part of a Fundraiser (Specific Fundraiser will need to be identified)

         Program -                    Is part of a Program (Specific Program will need to be identified)

         Non Unit -                    Pass Through, money that does not belong to your unit, i.e. the portion of your  Membership Dues that you pass on to your Council/District

 

 Note: You can also add new categories while writing Checks, Receipts and Balance adjustments. Simply type in the name of the new account and follow the prompts to add the new category.