I am a new user for the Mac version. I am flummoxed by the cryptic field names and labels. What is the difference between a field NAME and a field LABEL? How do you use each type of receipt field like 'category' or 'project'? How do you create a new name for any of these? By reading the PDF for the Windows versions, I have guessed that the field named "CATEGORY" is supposed to be used for the vendor type. So Wal-mart would be categorized as a 'general retailer' for instance, Sunoco would be 'gas'. However this is not the same as expense type such as 'Christmas gifts' or "pet care" or "Beach vacation 2008". How do I create a field for this? Are there fields created already that would be searchable and useful for this, say like, "Project" [not appropriate home-finance terminology but, well, whatever...]? Additionally, the way to "Create or Modify Fields" in the Edit dropdown is utterly mysterious. How does this functionality relate to displaying a new field on the reciept screen? I haven't figured out yet how to get the "Project" field to display on the reciept screen for instance.
thanks! love the OCR functionality but the database design needs to be a bit more user-friendly and more intuitive.
