Editing and Deleting a Category Rule

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:

1. Select Settings
2. Select Manage Categories
3. You will now see Custom categories and Category Rules tabs. Select Category rules
4. To Delete: Click the "x" button on the far right of the rule to remove it
5. 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:

1. Select Profile
2. Select Categories settings followed by Category rules
3. To Edit: Click on the rule and you can change the category that future transactions automatically get assigned to
4. To Delete: Tap into the rule and select the delete (bin icon) at the top right hand corner