| | 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. |
| Resolution | Changing the category type: - Go to Settings, then Business settings.
- Select Chart of Accounts, and choose the category you want to edit.
- Select the Type from the dropdown menu.
- Choose Save.
Changing the category name: - Go to Settings, then Business settings.
- Select Chart of Accounts, and choose the category you want to edit.
- Edit the Category Name to adjust how the category appears in the Chart of Accounts.
- Edit how you display the category throughout the program by editing the Display Name.
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