Skip to main content

How to Edit an Existing Category

The entries in Settings → Categories are built into Sumung and aren't editable from this page - there's no edit control on any row.

Steps

  1. Go to Settings → Categories and search for the category you're looking at.
  2. Confirm there's no edit icon on the row - this table is read-only.
  3. If you need different categorization, adjust the chart-of-accounts entry the transaction is assigned to instead, from Finances → Chart of Accounts.

Related Articles

  • How to Map Categories to Chart of Accounts
  • How to Navigate the Categories Section
  • What Are Categories and Why They Matter

Was this article helpful?

Your feedback helps us improve our documentation.