Can I rename or delete a transfer category?

I am trying to reload my investment accounts and one has the same name as the transfer account which has zero entries.

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    You cannot delete "transfer categories" where the category name is equal to an account register name, surrounded by [square brackets], e.g., "[XYZ Investments]"
    These names are tied directly to the account register names. Rename or delete an account register and the transfer category will change or disappear accordingly.
    If you happen to have a hidden category with a conflicting name, unhide it and decide what to do with it.
    If you have a "regular" income or expense category named "XYZ Investments" that should now become a transfer category, [XYZ Investments], rename or delete the regular category first.
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