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How to Edit or Delete Your Custom Categories
How to Edit or Delete Your Custom Categories

How to edit your custom categories. Move it to Schedule F category or personal. How to delete a custom category.

Isabelle Talkington avatar
Written by Isabelle Talkington
Updated over 9 months ago
  1. You will first head to "Categories" on the left hand side of your screen in the web browser or under "Menu" on the top left corner.

  2. You will then click on the category that you want to edit.

  3. From there you should see all of your transactions under that category. You can then go to the top right hand corner and press edit.

  4. Here you will be able to change the name and add or remove it from a Schedule F category.

  5. When you are finished, make sure to press save!

If you have further questions about how to do this, please feel free to reach out to [email protected].

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