How can I edit or delete finance category?

How can I edit or delete finance category?

A finance category can be edited at any time. However, a finance category cannot be deleted if it has been used to create an income or expense transaction. Default finance categories cannot be edited or deleted.

  1. At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page.

Custom finance categories are displayed at the bottom of the list.


  1. Click Edit to edit a finance category, or click Delete to delete a finance category.







    • Related Articles

    • How to Create/Edit/Delete the “Fee Category”

      Fees will be different for different batches/semesters. The fee category will help institutions to configure this batch-wise. This fee category can be used for scheduling the fee collection date in the next step.                                 To ...
    • How can I Create / Edit / Delete a Fee Category?

      Create a Fee category: To create any Fee collection, initially create different fee categories under which different fee types / particulars can be grouped. At the top of your dashboard, click the Module Access ...
    • How to edit or delete store category?

      A store category can be edited at any time. A store category can be deleted only if it has not been used when creating a store. At the top of your dashboard, click the module access icon > Administration > Inventory > Store Category. Click Edit to ...
    • How to edit or delete an item category?

      An item category can be edited at any time. An item category can be deleted only if it has not been used when adding an item to a store. At the top of your dashboard, click the module access icon > Administration > Inventory > Item Category.       ...
    • How can I edit or delete a category or field?

      At the top of your dashboard, click the module access icon > Data and Reports > Data Management Perform Edit / Delete  corresponding to respective category to  update field as well as delete  category.