Sub-categories in the "Other" accounts

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Sub-categories in the "Other" accounts

Postby jjone389 » Sun Aug 03, 2014 3:03 pm

Is it possible to delete old or no longer used sub-categories in our "Other" account?

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Re: Sub-categories in the "Other" accounts

Postby russellhltn » Sun Aug 03, 2014 3:21 pm

To some extent, yes, you can. In some views it will remain because of history.

But you have to zero it out first.
Have you searched the Wiki?
Try using a Google search by adding "" to the search criteria.

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Re: Sub-categories in the "Other" accounts

Postby aebrown » Sun Aug 17, 2014 1:57 pm

You can't delete subcategories that have any activity or balance. But you can and should deactivate any subcategories that are no longer being used. Before you deactivate a subcategory, the balance needs to be zero. Deal with surpluses or deficits as described in the article The "Other" Category. Then deactivate the category in MLS by going to Finance > View/Update Categories, selecting the category, and unchecking the "Active" checkbox.

Deactivating a subcategory will cause it to be invisible in most places in MLS (it will no longer be an option for writing checks from or depositing money to).

Last bumped by jjone389 on Sun Aug 17, 2014 1:57 pm.

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