How can I edit or delete finance category?

Modified on Mon, 05 Sep 2016 at 12:40 PM

A finance category can be edited at any time. However, a finance category cannot be deleted if it has been used to create an income or expense transaction. Default finance categories cannot be edited or deleted.

  1. At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page.

Custom finance categories are displayed at the bottom of the list.

  1. Click Edit to edit a finance category, or click Delete to delete a finance category.

For more information, watch this-

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