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Edit a Custom Category
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Why can I edit or delete some categories but not others?
What is the difference between a standard category and a custom category?
How can I change a standard category?
What are taxable items?
Edit 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.
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.
How can I change a standard category?
Standard categories cannot be edited. Instead, you can add a custom category with that includes the information you need to correctly identify and sort your transactions.
What are taxable items?
This field is used to identify whether or not the category includes transactions that are taxable. It is an option information and is only used by you to organize transactions and sort them on online reports.
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