Moving Transactions

You can move transactions from the main folders to user created subfolders in Transaction Manager. For more information on creating folders, see Creating a Folder.

To move transactions from main folders to subfolders:

1. Open the Transactions view from the navigation menu.

2. Click the appropriate folder in the Transactions menu.

3. Select the transaction(s) to be moved and select Options | Move to... from the action bar.

4. Click the destination sub-folder and click OK.

The transaction(s) are moved to the appropriate folder.