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Delete a category
Paul Stelmach avatar
Written by Paul Stelmach
Updated over 2 years ago

To remove a category or sub-category from your tree structure, simply click on the “Categories” tab at the top of the blue banner. 👌

Then, click on the three little dots “See more actions...” to the right of the category you want to delete and click on “Delete”.

The change will be saved automatically ✔

💡 Good to know: When you delete a subcategory that contains objectives and/or bank transactions, the objectives related to that category will be automatically deleted. The bank transactions will be re-categorized by default in "To Categorize".

If you delete a parent category, the objectives, and operations related to that category and its sub-categories will be affected!

💡 💡 Good to know: You can rename and change the order of the categories in your tree structure at any time!

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