The categorize purchases section allows the user
to apply Macro and Micro categories to a receipt and line item
detail respectively.
The macro category would be at the receipt level. For example, The
Home Depot may be categorized as Home Maintenance and Safeway would
be categorized Food/Groceries.
The micro category would be at the line item level. For example,
at Super Wal-Mart, a customer may be able to purchase groceries,
auto parts, and electronics. At the micro category level, each line
item could be categorized to the specific category as chosen by the
user.
All historical categories used are available in a drop down feature
and new categories can be easily added.
An additional feature of the categorize purchases screen is the tax
deductible button. This feature allows users to select entire receipts
or individual line items as tax deductible items.
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