Edit a Custom Category
The Edit Category page is used to change a custom transaction category. Standard categories cannot be changed.
You can access the Edit Category page by clicking the Edit link
associated with a category on the Manage Categories page.
- Click the Notes tab.
Result: The Notes menu is displayed.
- Click Manage Categories.
Result: The Manage Categories page is displayed.
- Click the Edit link for
the category you want to change.
Result: The Edit Category page is displayed.
- Make your changes.
- Click Save Changes.
Result: The custom category is changed.
Parent topic: Transaction Categories
See Related Topics: