The Edit Category page is used to change a custom transaction category. Standard categories cannot be changed.

You can access the Edit Category page by clicking the Edit link associated with a category on the Manage Categories page.

1. Click the Accounts tab.

   Result: The Accounts menu is displayed.

2. Click Manage Categories.

   Result: The Manage Categories page is displayed.

3. Click the Edit link for the category you want to change.

   Result: The Edit Category page is displayed.

4. Make your changes.
5. Click Save Changes.

   Result: The custom category is changed.

See Related Topics:

• Manage Banking Categories
• Delete a Custom Category
• Create a Banking Report

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.