You can move categories and rename them, or you can create sub- categories and place them there.
The process of moving accounts and categories is the same for all account types.
- Click the Settings cog and select “Chart of Accounts.”
- Click the category you want to move.
- While holding the left button on your mouse, move the category to its desired location.
- Release the left button to lock the category in its new position.
- If you wish to reset your Chart of Accounts to its original state, click the “Reset” button.
- Once you have completed your Chart of Accounts, click the “Save Changes” button.
Note: You will not be able to leave the Accounts page unless you select “Discard” or “Save Changes.”