Favorites - Organize Your Favorites With Folders

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Procedure Updated: 
10/31/18

You can create folders within your Favorites folder to keep your favorites organized by your preference.

  1. Step 1

    Right click on the Favorites folder.

    Screenshot of favorites folder.

  2. Step 2

    Select Insert Folder.

    Screenshot of insert folder selection.

    TIPS:
    • You can also insert folders using the Favorites menu in the Menu Bar.

  3. Step 3

    Enter the name of your new Folder and click the Continue button.

    Screenshot of folder name field.

    TIPS:
    • Now you can drag your favorite transactions into your new folder.