Archiving and Deleting Categories

You may need to archive an expense category, if you no longer need it, so members won't be able to use when creating their expenses. You can restore a category if you change your mind, or permanently delete it if it’s no longer needed.

To archive a category 

1. Go to the Expense Categories page.
2. Click the overflow menu next to the expense category you want to archive.
3. Select Archive from the drop-down list.
4. When you click the button, the category is archived, but it is still displayed in the list of active categories with the Archived status.

To restore a category 

1. On the Expense Categories page, click the overflow menu next to the archived category you want to restore.
2. Select Restore from the drop-down list.
3. The category will become active once you click the button.

To delete a category

1. On the Expense Categories page, click the overflow menu next to the category you want to delete.
2. Select Delete from the drop-down list.
3. The Confirm Action dialog opens, where you can either confirm the deletion or cancel it.
4. If you click the Delete button, the category will be permanently deleted.