You can create Categories and subcategories on-the-fly, as you're creating or changing an Entry, or when viewing the Categories list.
To create a Category on-the-fly, when you reach an Entry's Category field, if whatever you type doesn't match an existing Category a new Category with that name will be created for you. Insert a colon (:) and that'll tell CheckBook to create a subcategory. Something like
Auto:Fuel:Tax will create an
Auto Category with a
Fuel subcategory in
Auto and a
Tax subcategory in
Fuel.
To view a document's Categories and modify the list as needed depends on whether you're in CheckBook or CheckBook Pro. In
CheckBook, go to the
CheckBook menu at the top left corner of your screen, click the
Preferences... menu item, then click the
Categories button at the top of the
Preferences window. In
CheckBook Pro, click the
Accounts button at the top right corner of the window to be sure the list of Accounts is visible on the side of the window, then double-click the
All Accounts item at the top of the list of Accounts. You'll see controls for adding and removing Categories at the bottom of the list. Double-click a Category to change its name. Drag a Category into or out of another Category to change its parent Category. If you remove a Category that's in use anywhere in the document, you'll be asked whether you want to use another Category in its place.
Check out the built-in help for more stuff like this by going to the
Help menu and clicking either
CheckBook Help or
CheckBook Pro Help. If you need a hand with anything let us know here or at
support@splasm.com (which tends to be faster because Allan constantly checks email during business hours) and we'll be happy to help!