Editing and Deleting a Category Rule – Money Dashboard Neon

Introduction

At this point you can only edit the Category Rules

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:

Log in to Money Dashboard NEON
Select Settings
Select Manage Categories
You will now see the Category Rules tab
To DELETE: Go into that and you can 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

Please follow these steps below:

Log in to Money Dashboard NEON
Select Profile
Select Category Rules
You will now see the Category Rules tab
To DELETE: You cannot delete tagging rules on mobile
TO EDIT: Click on the rule and you can change the category that future transactions automatically get assigned to