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How do I setup accounts as a Favorites?

How do I setup accounts as a Favorites?

There are two ways to select and setup your Favorite accounts;

  • Go to the ADMINISTRATION screen and then Tap on TOOLS & FAVORITES. Then Tap on “Setup Favorites”. Then select “Favorite Income & Expenses” then tag those accounts to be recognized as Favorites.
  • Go to the BUSINESS CENTER screen and then Press on the desired Income or Expense account. This will then open the EDIT SELECTED ACCOUNT screen, then tap on the Star Icon on the top right corner. This will selected/deselect the account as a Favorite.


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