Introduction
Editing and deleting custom categories on Mobile app
Editing and deleting custom categories on Web app
Topic area
Categorisation
Relevant to users on:
Money Dashboard Neon
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If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Editing and deleting custom categories on Mobile app
1. Navigate to 'Profile' tab
2. Under 'Settings' select 'Categories settings' followed by 'Custom categories'
3. Locate the custom category you wish to delete/edit and tap on it
4. To edit a custom category, make the necessary changes followed by 'Save changes' at the bottom of the view
5. To delete a custom category, select the 'bin' delete tool at the top right hand corner. If you have transactions categorised with the custom category you are about to delete, you will need to re-categorise these transactions from the re-categorisation prompt
6. Follow the deletion confirmation prompt
Editing and deleting custom categories on Web app
1. Navigate to 'Settings' from the side navigation bar
2. Under 'Application settings' select 'Manage categories'
3. Locate the custom category you wish to delete/edit
4. To edit a custom category, select the 'Pen' edit tool. This will bring up the 'Edit category' side view. Make the necessary changes followed by 'Save changes' at the bottom of the view
5. To delete a custom category, select the 'X' tool. If you have transactions categorised with the custom category you are about to delete, you will need to re-categorise these transactions from the re-categorisation prompt
6. Follow the deletion confirmation prompt