Edit a category
Description

You can change the details of a category. This alters how you include the values on your reports but doesn't update transactions you've already entered. 

Cause
Resolution

Changing the category type:

  1. Go to Settings, then Business settings.
  2. Select Chart of Accounts, and choose the category you want to edit.
  3. Select the Type from the dropdown menu.
  4. Choose Save.

Changing the category name:

  1. Go to Settings, then Business settings.
  2. Select Chart of Accounts, and choose the category you want to edit.
  3. Edit the Category Name to adjust how the category appears in the Chart of Accounts.
  4. Edit how you display the category throughout the program by editing the Display Name.
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