SEE Finance Help

Index

Merging Categories

Merging Categories:

1. Select the "Payees, Types & Categories" from the Account List.
2. Select the Categories View by selecting the "Categories" button on the right of the top bar.
3. Click the "Merge" button on bottom left of the Categories View.
4. The merge categories sheet will some down. Select the desired category to merge and the category you wish to merge into.
5. Click "Merge" and the selected categories will merge and any transactions that used the category that were merged will now use the category it was merged into.