Edit or inactivate an expense category

Edit an expense category to change its name, description, segment values, or expense account. Inactivate it when it must no longer be selected for new transactions. Open Menu, select Banking, and then select Settings.

To edit an expense category:

  1. Open Menu, select Banking, and then select Settings.
  2. Select Expense categories.
  3. Select the expense category that you want to change.
  4. Select Edit.
  5. Update the category information.
  6. Select Update.

To change an expense category’s status:

  1. On the Expense categories page, open the row actions for the category.
  2. Select Set as inactive or Set as active.

Use the Active filter to include inactive categories in the list. An inactive category is not available for new transactions or new categorization suggestions. Existing transactions that use it are unchanged.

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