Transaction Subtypes further define and expand a Transaction Type. For example, if the Transaction Type is Tuition (Debit), the Transaction Subtype might be the names of each month (January, February, March, etc.)
- Go to the Gear (icon) > Settings > General > Drop-down Lists (left menu).
- Click Transaction Subtypes from the Transaction section in the left menu.
- Click Add Row to add a new Transaction Subtype and enter the name.
- Click Save Changes.
Example of a Transaction Type & Subtype on a Family's Transactions tab.