Change the category order
You may want to adjust the order of your categories so that they are displayed differently in drop-down menus and in some reports, such as the Cashflows and Income & Expense statements.
You can change the category order by dragging and dropping categories, following the steps below:
Changing the category order on the Manage Categories page
- Head to Manage Categories (Categorise > Manage Categories)
- Locate the category you want to move and click and hold on its drag handle
- Move the category to the correct position and release it to change the order
Restructure existing categories from a text editor
The Add new category tool can also be used to reorganise your current categories with a text editor.
- Head Categorise > Manage Categories > Add new
- Select Your existing categories from the drop-down
- From the text editor, you can now:
- Cut and paste categories to change the order
- Adjust parent and sub-categories by nesting hyphens for each level
- Add new categories
- When you have finished with your changes, click UPDATE CATEGORIES
- Click CONFIRM
Note
It isn't possible to delete categories from the text editor.