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carlsonjenniferl
Level 1

How can I change a category on an expense that is linked to an inactive past account I closed?

 
1 Comment 1
MaryLurleenM
Moderator

How can I change a category on an expense that is linked to an inactive past account I closed?

Hello there, carlsonjenniferl,

 

You'll want to open the expense transaction and change the category. Here's how:

  1. Locate the expense transaction.
  2. Under Category, click the drop-down arrow and choose the right account.
  3. Click Apply.

For your future reference, you can also read this article about categorizing transactions: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Stay in touch with me if you need additional help.

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