Page tree
Skip to end of metadata
Go to start of metadata

About editing, changing, or deleting a category or subcategory

  1. Choose Tools menu > Category List.
  2. Right-click the category or subcategory you want to change.
    • To change the name, properties, or tax line item association of a category
    • To demote a category to a subcategory
    • To promote a subcategory to a category
    • To move a subcategory to a different category
    • To delete a category or subcategory

About changing category types

A category type (such as Personal Income or Personal Expenses) depends on its designation as income or expense as well as its tax line assignment. You have a limited ability to change category types. Refer to the information below to see what applies to your situation. To make a change, follow the above procedure for changing the properties and tax line item association of a category.

What determines category types