Categories can be confusing, especially if your linked accounts are creating and using their own. Fortunately, you can merge, edit, or delete categories to better organize your transactions.
- Click on Manage.
- Depending on which category you would like to "Edit", "Delete", or "Merge" select the "Expense Categories" or "Income Categories" tab from the top of the Manage page.
- If you would like to "Edit" your category, click on this icon:
- If you would like to "Merge" your category, click on this icon:
- If you would like to "Delete" your category, click on this icon:
If you chose to "Edit" the category, you will see a page similar to the one below. You can rename the category, set it to appear on the Business or Non-Business side, and choose a tax category from this new page.
If you chose to "Merge" the category, you will see a page similar to the one below. Choose the category you want to merge it into from the drop-down list and click the "Merge" button. You’ll now see your old category listed under the one it was merged into. To remove this merge and bring back your old category, hit "Undo."
If you chose to "Delete" the category, please note some categories cannot be merged or deleted. Please see this article for more information on that: http://help.bookkeeping.godaddy.com/entries/21661027-why-can-t-i-delete-some-categories