The PearBudget Blog

How Do I Delete A Category?

I occasionally get a call or an e-mail asking “how do I delete a category in PearBudget”, so I thought I’d share it here. I’ll also look through the PearBudget FAQ page and make sure I’ve got a clear answer there. If you have suggestions for how we can make it clearer, just let us know!

On the deleting of categories, there are two options. One option COMPLETELY removes the category and any receipts that had been associated with it. The other option only makes the category “inactive”, where it’s hidden most of the time. To either delete or “make inactive”, just do this:

1. click on the name of the category (you’ll get a pop-up box with category details)
2. click on the gray bar at the bottom of the pop-up (it’ll expand, showing you some more options)
3. find either the “make this category inactive” or the “delete this category” section (depending on which one you want to do) and just click the button
4. you’ll probably need to reload the page, as well

That should do it for removing the category. Remember: “deleting” a category is permanent, so only go that route if you’re sure that’s what you want to do. You can always delete an “inactive” category later on, but you can’t bring a “deleted” category back from the dead. We’re a strict no-zombie website!