Hi  JOSEPH MARSHALL ,

Thanks for reaching out. Creating your own "What" charges, or ledger accounts, for specific expenses like system processes is straightforward.

Here's how you can create a new ledger account for your specific needs:

1. Go to 'Settings' and select 'Chart of Accounts'. If you're using Sage Start, it will be under 'More' > 'Settings' > 'Chart of Accounts'.
2. Click on 'New ledger account' (or 'New Category' in Sage Start).
3. In the window that opens, choose a category that best fits your new ledger account.
4. Fill in all the required fields, including a unique ledger number and a clear description for your new charge category, like "System Process Fees".
5. Make sure to select the access options for the new ledger, such as including it in reports or bank transactions.
6. Click 'Save'.

Your new ledger account will then be added to your chart of accounts and you can categorize your transactions accordingly.

Remember, ledger account numbers are numerical and can have a maximum length of 8 digits, so you might want to use a 6 digit number for ease of use.

If you encounter an error saying "This account is already used", it means that the ledger number is already in use. In that case, change one of the digits to create a unique number.

Please note that once a ledger account is created, it cannot be deleted, but it can be excluded from your chart if you no longer need it.

If you need further assistance or have any other questions, don't hesitate to let us know. We're here to help.

Warm Regards,
Erzsi

JOSEPH MARSHALL said:

Hi everyone.

I recently started using sage because My QuickBooks stopped working.

I am currently going through my past transactions and I am Trying to organize the transactions and i am having a difficult time with the categorization. 

My problem is with the pre-set transactions Category's. for example if I wanted to organize a charge for a system process there are no options for it other than something like "office supplies" or "Other office Supplies:

My question is simply how do i Create my own "What" Charges 

Thanks yell

You need to find “Category Management”, most likely there you will find where you can add a new category. Few people know about these matters. It’s good that there are such communities where they can help us. In general, I’m used to finding out information myself. I recently read about neobank, found https://dashdevs.com/neobank/ for this. In fact, many services have already appeared that can help at any time of the day. This is very cool, the Internet has certainly changed everyone’s life dramatically. Previously, to find out information you had to go to the bank and stand in line.