How do I edit my categories list?

You're in the guide for the web version of Pocketbook. This can only be done on the web version.

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You can edit your created categories via the Category Setup page. This allows you to rename, delete and move your categories.

Note: We have not yet implemented this for default categories. This only applies to your created categories.

To edit your categories.

  1. Go to the Setup page.
  2. In the left hand menu bar, select Setup CategoriesResult: This takes you to the Setup Categories page.
  3. Find your created categories under the heading User Categories.
  4. Note the three buttons on the right hand side of each category name.
    1. The Pen Icon allows you to rename the category
    2. The Trash Can Icon allows you to delete the category. The transactions in the category will then be Uncategorised
    3. The Arrows Icon allows you to move the category to another category, reassigning it.

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