1.2.1. From your admin section, on your left-hand side menu click on the cog settings icon, this action will take you to the overview page.
1.2.2. On the left-hand side menu, click on Category, which will open the Category's panel list.
1.2.3. Choose the category you wish to Delete from the list by clicking on the Deleteicon, and confirm that you want to proceed with this operation by clicking Okay.
Note |
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Note that the warning message provides information about how many budgets and plans are currently using this category. |
1.3. Constraints
When it comes to Deleting a Category , there are a few important considerations.
1.3.1. Not having the necessary permissions will prevent you from successfully deleting a Category.
1.4. Issues that may arise
When you're attempting to Delete a Category, there are a couple of potential issues that might come up.
1.4.1. If you lack administrator permission to create Categories, you won't be able to proceed with Category deletion.