Introduction
At this point you can only edit the Category Rules
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:
- 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
Editing and Deleting a Category Rule on Mobile app
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