Disabling a category in your Business Finance Assistant account is a simple process that allows you to remove unnecessary or outdated classifications from your financial records. Follow these steps to effectively disable a category:
- 1. Unreconcile Linked Bank Transactions:
- Before disabling the category, ensure that all bank transactions linked to it are unreconciled.
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This ensures that the transactions are not affected by the category's removal and maintains the accuracy of your financial data.
- 2. Access the 'Customise Categories' Window:
- Open the 'Customise Categories' window from your bank transaction 'Category' field
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This window provides options to manage and customise your categories according to your requirements.
3. Disabling the Category: - Once inside the 'Customise Categories' window, locate the category you wish to disable.
- Select the category and then press the 'Disable' button.
- This action removes the category from your active list of classifications, effectively disabling it.
By following these steps, you can easily disable a category in your Business Finance Assistant account. This feature allows you to streamline your financial records by removing unnecessary classifications, ensuring that your data remains organised and relevant to your financial management needs.