Moving a Category or Account


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.

  1. Click the Settings cog and select “Chart of Accounts.”
  2. Click the category you want to move.
  3. While holding the left button on your mouse, move the category to its desired location.
  4. Release the left button to lock the category in its new position.
  5. If you wish to reset your Chart of Accounts to its original state, click the “Reset” button.
  6. 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.”