Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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moose390 wrote:Over time there has been multiple lines created for the same thing in the other category. Is there a way to merge them?
You can't merge them, but you can deactivate them, which will hide them in most places you might see them. Before doing that, it is best to make sure that all the transactions are properly categorized.
There are a couple of strategies to consider here:
- If one category was primarily used in 2014, for example, and then a new category was created for 2015, and another for 2016, then you might just want to rename the older categories to have the year in them. This is particularly appropriate for the annual scout camp, for example, where it is tidy (and required by many auditors) to clearly delineate a particular year's camp as the purpose for which funds were collected or raised and then spent. Once all the transactions are tied to the appropriate category for the respective year, you can deactivate the past years and just leave the current year active.
- Or you can just pick the category that is used for the largest number of transactions, and recategorize all the other transactions for this purpose to use that category. Then deactivate the other categories.
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