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Change or delete a category

You can change the Name or any Notes in a category.

If it’s an asset category that represents an actual bank account, you can also change the bank account details that are recorded in the app.

If you’re registered for GST, you can also change a category’s Tax code, but the new tax code will only apply to future transactions.

  1. Go to More and tap Categories. 

  2. Tap All categories. 

  3. Tap the category you want to edit. 

  4. Tap the three dots (...) in the top-right and choose Edit category. 

  5. Make your changes and tap Save.

Delete a category

You can delete a category if it’s not been used in a transaction, and it’s not needed for recording payments that are required for accounting purposes. For example, you cannot delete the personal expenses category, as you’ll always need this category to record these types of transactions.

  1. Go to More and tap Categories. 

  2. Tap All categories. 

  3. Tap the category you want to edit. 

  4. Tap the three dots (...) in the top-right and choose Delete category. 

  5. At the confirmation, tap Yes, delete.