| Back to menu |
| Edit or delete a category | |
To edit or delete a category: |
|
| 1. | Click on “Payee Categories” under the “Admin Tools” tab. |
| 2. | Select “Manage Categories”. |
| 3. | Click “View/Edit” next to the category to edit or change the name of the category. |
| 4. | Click “Delete” next to the category you want to remove. |
| 5. | Click “Finish” to delete the category. |
| 6. | After editing, Click “Finish”. |
| Note: If a category is deleted, payees assigned to that category will be moved to the “Unassigned” category. | |