This section allows you to **categorize** and **organize** a single transaction entry.

### **Organize your cash transaction:**

- Click on the **Select Category** to open up the drop down list of category options.

- If applicable, enter the **payee** of your cash transaction.
- Per your preference, you may enter a number or name as an internal **reference**.
- Enter **tags** so you can easily categorize and find your entry.
- There is only one option for its **status**: “Projected.” This allows you to complete a projection of your cash flow during varying intervals of time.

For example, your entry could look like this:

- Lastly, click on the blue **Generate** button to complete your entry.
- If you make a mistake and need to start all over again, simply click the yellow **Clear All** button.