CategorEase - Loading the Add-in into Excel (Windows 11)
========================================================

CategorEase is an Excel add-in that runs inside Excel as a task pane. Because it
isn't distributed through the Microsoft add-in store, you load it yourself by
"sideloading" its manifest. This is a one-time setup.

You'll need the "manifest.xml" file included in this download.


Steps
-----

1. Create a folder to hold the manifest, for example C:\CategorEase, and copy
   the included manifest.xml into it.

2. Share that folder:
   - Right-click the folder, choose Properties, then the Sharing tab, then Share...
   - Add your own Windows user, then click Share.
   - Note the network path it shows, for example \\YOUR-PC\CategorEase

3. In Excel, go to:
   File > Options > Trust Center > Trust Center Settings... > Trusted Add-in Catalogs

4. Paste the network path (for example \\YOUR-PC\CategorEase) into the
   "Catalog Url" box, click "Add catalog", tick "Show in Menu", then click OK.

5. Close and reopen Excel so the catalog is picked up.

6. Go to Home > Add-ins > More Add-ins > Shared Folder, select CategorEase,
   and click Add.

7. Open CategorEase from the Data tab on the Excel ribbon whenever you want to
   categorize transactions.

You only need to do this setup once. After that, CategorEase stays available
in Excel.


Support: https://github.com/jackmansean64/categorease/issues
