Cannot delete or add payment categories
Hi, I have two issues with payment categories: There are duplicate categories for "solo money account". They are identical, so I want to delete duplicates, but when I try I get the following er...
Forum Discussion
Hey SConnaughton
Oooh we've got a couple of curly categories going on here, so let's see what we can do! 😄
Duplicated categories
Your assumptions are correct here. Basically, if a category is in use, then it's not possible to delete it, but you can edit the category name to make finding the categorised transactions easier if you need to edit them. That said, it's worth checking how you've ended up with two identical categories. Are they completely identical, or is there a difference in any settings, such as type, GST, payment category vs. standard category? Do you remember if you created a category for the Solo Money account, or do they seem to have been created by the app?
Superannuation category
It sounds like the category might not be set up as a payment category. If you head to All categories and open it, do you see a section called "Bank account details"? If not, then it's set up as a standard category as opposed to a payment category. Payment categories are bank accounts where transactions take place, so when recording a payment for an invoice, you select the payment category to note the bank account that the payment was made to.
It might also be worth having a quick chat with a trusted accountant or bookkeeper, just to confirm how everything should be recorded, but I'm keen to help as much as I can! 😄
