Sub-categories in the "Other" accounts

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jjone389
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Joined: Tue Sep 10, 2013 8:20 am

Sub-categories in the "Other" accounts

#1

Post by jjone389 »

Is it possible to delete old or no longer used sub-categories in our "Other" account?
russellhltn
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Re: Sub-categories in the "Other" accounts

#2

Post by russellhltn »

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

But you have to zero it out first.
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aebrown
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Location: Draper, Utah

Re: Sub-categories in the "Other" accounts

#3

Post by aebrown »

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 2:57 pm.
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