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.