Frequently Asked Questions  •  How Do I...  •  Glossary

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Account Activity

Account Information

Accounts Overview

Add a New Category to the List

Add Notifications

Delete Credit Card Payment

Delete Notifications

Delete Recurring Credit Card Payment

Delete Recurring Transfer

Delete Transfer

Edit a Custom Category

Edit Credit Card Payment

Edit Recurring Credit Card Payment

Edit Recurring Transfer

Edit Transfer

Make a Credit Card Payment

Make a Recurring Credit Card Payment

Make a Recurring Transfer

Make a Transfer

Manage Categories

Scheduled Credit Card Payments

Scheduled Transfers

Split Transaction Amount between Categories

Transaction Detail

View My Notifications

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Delete a Custom Category

Why can I edit or delete some categories but not others?

What is the difference between a standard category and a custom category?

What happens to transactions already assigned to this category?



Delete a Custom Category

Why can I edit or delete some categories but not others?

Only custom categories can be edited or deleted. Since standard categories are used by all customers, they cannot edited or deleted.Back-to-top icon

What is the difference between a standard category and a custom category?

Standard categories are general transaction categories we have created for all customers to use. Custom categories are transaction categories you have created for your use.Back-to-top icon

What happens to transactions already assigned to this category?

Before the category is deleted, you will be given an opportunity to reassign these transactions to another category or indicate that you no longer want them categorized.Back-to-top icon

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