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Help Section Corporate Clients
Help Section

Create individual planning categories

When creating a planning template, you can choose from a number of standard categories to include or exclude if they are not relevant to you. Additionally, you can create up to ten individual categories for both income and expenses. To create a planning category, follow these steps:

In Global Payment Plus

  1. Create a new plan.
  2. Insert the relevant information.
  3. Select the standard categories to include or exclude.
  4. Add up to ten individual categories.
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