1. Start by heading to the Tracks App on mobile or on your web browser.

2. You can then begin to add your transaction whether it is a revenue or expense.

3. When you get to categories, scroll down to the bottom and click "Add Category"
4. You then have the option to categorize it under a Schedule F Category if you want it included in your Schedule F Form.
5. If you do not put it under a Schedule F Category, it will show up under your "Other / Personal" category.
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To learn how to edit the name or Schedule F category of your custom category please visit this article: [ENTER LINK HERE]
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If you have further questions, please reach out to [email protected].