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Edit Customized Categories

Edit a customized Category

Business Expense, Revenue, Personal 

 

This Help Center article will show you How to Edit (Rename), Deactivate (Hide), Reactivate (Unhide), and Delete a customized Category.  

Options for custom categories: 

Edit Name            Hide / Deactivate            Show / Reactivate            Delete 

                                                                                   

If a category is Active (not hidden or deactivated), you can Delete the category, Hide / Deactivate the category or Edit the category name. 

If a category is Deactivated (hidden and not active), you can Delete the category, Hide / Deactivate the category or Edit the category name. 

Why do I not see these options in all categories? 

The program has Default Categories. These categories are linked to various aspects of the program and therefore cannot be edited. 

Default Category: No Options                       Personalized Category: Various options

              

 
How to Edit (Rename)
Go to the Transactions screen. On the menu options to the left, scroll down, and click "Edit Categories".
 
In the pop-up window, you will see the entire list of categories. 
Scroll down to the custom category that you wish to edit. Click on the icon shown here: 
 
The Edit window will expand. Rename the category then click Enter or Return on your computer to Save. 
 
Your custom category has been renamed successfully. 
 
You will now be able to assign transactions to this category!

 

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