Is there a way to Delete a category?
I accidentally created a duplicate category, can I delete the old one?
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Rob Wilkens
Best Answer
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Yes, in the Web version, click on Settings (gear icon), then click on "Categories & tags". As you move your mouse over the category list, there will be 3 vertical dots at the far right of the row. Click on that to get a menu with "Edit" and "Delete". If you click to delete a category that is assigned to some transactions, it will give you the option to select a category to use for replacement in the transactions.
In the mobile app, there is something similar in Settings/Category and tags. Except here you just touch the category you want to delete and a panel will open that has a Delete Category button.
Quicken since 1995. Simplifi since 2023.
3
Answers
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Thank You, don't know how I missed that. I was looking for it on the detail page (where you edit the name and parent category).
That's a big help.
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Rob Wilkens0