Home › Forums › CalendarBudget Support › Hide Categories No Longer Needed

Viewing 2 reply threads
  • Author
    Posts
    • bethiecox1074
      Participant
      January 25, 2022 at 9:37 am
      Post count: 3
      #9842

      Hello, I have categories that I no longer need and are no longer a part of my current expenses/budget. I would like to clean up my view and have only the categories that are part of my current budge show on my calendar view. Is there a way to hide them from my current view since, if I delete them, I lose the historical view and information?

      Thanks!

    • bethiecox1074
      Participant
      February 8, 2022 at 12:46 pm
      Post count: 3
      #9844

      Hello?? Does anyone have any response or info on this?

    • Eric Poulin
      Keymaster
      February 17, 2022 at 5:15 pm
      Post count: 379
      #9857

      Hi – I think we caught up with each other in a support ticket. Here was my response there:

      Good question – there is no way to hide categories you no longer want to use. If you try to delete a category that was used for any transaction, you’ll be prompted to reassign those transactions to a new category. Yes, you’d lose the history, but how often do you go back and check historically. If you have a new categorization strategy, the reassignment will probably work well in case you want to look back and compare to your new plan.

  • Author
    Posts
Viewing 2 reply threads
  • You must be logged in to reply to this topic.