Edit and delete category

Edit and Delete Category gives you the flexibility to update or remove categories as your needs change. You can rename a category, adjust its structure, or delete it if it is no longer relevant. This helps keep your financial organization clean and up to date. By managing categories regularly, you ensure your transaction records remain accurate and aligned with how you track and understand your money flow.

1. Access the Account and Settings menu in the top-right corner of the homepage

   

2. In the General section, select the Categories menu.

   

3. Select the category you want to edit or delete.

   

4. The trash can icon in the top-right corner is used to delete.