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Edit a Custom Category

The Edit Category page is used to change a custom transaction category. Standard categories cannot be changed.

You can access the Edit Category page by clicking the Edit link associated with a category on the Manage Categories page.
  1. Click the Accounts tab.

    Result: The Accounts menu is displayed.

  2. Click Manage Categories.

    Result: The Manage Categories page is displayed.

  3. Click the Edit link for the category you want to change.

    Result: The Edit Category page is displayed.

  4. Make your changes.
  5. Click Save Changes.

    Result: The custom category is changed.