Editing Categories
To edit a category you first need to have the CATEGORY LIST window opened. Point to the category you wish to edit and Click to highlight the category. Click the Edit button on the CATEGORY LIST window toolbar. This will give you the EDIT CATEGORY window where you can change the various different components related to a category: Name, Description, Group, Type and Tax Sections. Click OK when finished.
Deleting and Merging Categories
To delete a category, highlight the category to be deleted in the CATEGORY LIST window. Click the Delete button from the CATEGORY LIST window toolbar. You will be prompted with a Delete Category window stating "YOU ARE ABOUT TO PERMANENTLY DELETE A CATEGORY." Click Delete Category. Click OK.
Word of Caution - when deleting a category, be sure it has no transactions associated with it. If it does, strongly consider merging this category with another when deleting.
You also have the option to replace the category by Clicking Replace Category. This selection and selection of a category from the adjoining pull-down menu enables you to merge the deleted category with the category from the pull-down menu.
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