990EZ Line Numbers

Note: You will only see these features if you have saved Categories.

  • Click the Budget icon.

  • Click More> to the right of the category you’d like to associate a line number with.

  • Select the income and/or expense line for the item.

  • Continue this process until you’ve associated the line numbers you want.
  • Click Save Changes.

Running the 990/EZ Report

  • Click the Reports icon.

  • Click 990/EZ Report (under Year-End Reports).

You might find that a transaction in this report has been associated with the wrong category. To change it, double-click the row to change the transaction. (The row will change to a green background when you hover over it.)

Note: If that transaction has been reconciled, you will only be able to change the category, memo or details.


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