I'm trying to organize my finances using Money Pro, but I've created a category that I no longer need. I want to know how to delete this unwanted category from the app.
6 answers
Elena
Sun Oct 13 2024
From the popup menu, carefully select the "Delete" option. It's crucial to ensure that this is indeed the action you intend to take, as deletion is irreversible.
GangnamGlamour
Sun Oct 13 2024
The system will then evaluate whether the category is eligible for deletion. It checks for the absence of transactions, schedules, or budgets associated with the category.
Andrea
Sun Oct 13 2024
Deleting a category within the system involves a straightforward process. Begin by locating the desired category within the category tree.
Raffaele
Sun Oct 13 2024
Additionally, the system verifies that the category is not set as the default for any new transactions involving specific payees. This ensures that no critical data or settings are inadvertently disrupted.
isabella_cole_psychologist
Sun Oct 13 2024
If the category meets all the criteria for deletion, it will be successfully removed from the system. This streamlines the category tree, making it easier to navigate and manage.