Deleting Categories [from budget, Q Mac]

MikeG500

Can i delete categories and subcategories from mt 2023 budget without causing them to disappear in previous budgets?

John_in_NC

Howdy, MikeG500:

Don't think of it as "delete", but more "Show or Hide" when you are selecting categories to display in a budget.

But, yes, if you choose to not track (hide) a category in your current 2023 budget, said category will also be no longer tracked in your older budget years. But, you can always "Edit Categories" (in any prior/current years) to redisplay whatever you were tracking in the past. The data isn't lost, but merely hidden. 

Yes, you can "Duplicate" a budget (From the Budget Menu) to leave the old well enough alone and branch a new copy of your old budget that you can edit without affecting older budgets. But, tread carefully with that approach;  you end up with multiple budgets which may or may not be good for you. It depends on your situation.