Introduction
Editing and Deleting a Category Rule on Web app
Editing and Deleting a Category Rule on Mobile app
Topic Area
Categorisation
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Editing and Deleting a Category Rule on Web app
Please follow these steps below:
- Select Settings
- Select Manage Categories
- You will now see Custom categories and Category Rules tabs. Select Category rules
- To Delete: Click the "x" button on the far right of the rule to remove it
- To edit: Click on the rule and you can change the category that future transactions automatically get assigned to
Editing and Deleting a Category Rule on Mobile app
Please follow these steps below:
- Select Profile
- Select Categories settings followed by Category rules
- To Edit: Click on the rule and you can change the category that future transactions automatically get assigned to
- To Delete: Tap into the rule and select the delete (bin icon) at the top right hand corner