Delete or merge a category

Delete a category you no longer use. If the category has transactions or budget amounts, the app moves them to another category first. This is also how you merge two categories into one.

To stop using a category but keep its history in place, hide it instead. If it has a plan from this month on or has Rollover on, the Hide dialog offers to clear the plan and stop the balance carrying forward first. See Manage categories and groups.

Open the Categories page: select Categories in the sidebar (on a phone, More, then Categories). You can delete categories only there. Budget has no delete control.

Delete a category with no history

A category has no history when it has no transactions and every budget amount is $0.00. Select Delete at the right of the category's row.

The category is deleted at once, with no confirmation. Its goals, funding formulas and Budget template lines are deleted with it. Scheduled items that used the category stay, with no category.

Delete a category with history, or merge two categories

1. Select Delete… at the right of the category you want to remove.
2. In Move everything to, choose the category that keeps the history.
3. Select Move history & delete.

The list shows every other category of the same type. An income category moves only into an income category, and an expense category only into another expense category. Hidden categories are listed. Off-budget categories are marked "(off-budget)".

These move to the category you choose:

• Transactions, including split lines.
• Budget amounts. They are added to the amounts already in that category, month by month.
• Scheduled items, Budget template lines, goals and funding formulas.
• The category in rules and saved transaction filters.

If Rollover is on for a month in either category, it is on for that month in the category you choose.

The category you move to keeps its own name, group and settings. Choose the one you want to keep.

If the category you delete has the Generosity heart, move its history to a category that also counts as giving. The Giving report counts a category when it has the heart or its group is in the Generosity bucket.