Delete or Edit Budget Categories
Sometimes, the preset budget categories in Billroo may not fit your needs. You have the flexibility to delete any category, whether it's a preset one or one you've created yourself. Here’s how you can do it:
How to Delete a Category
To delete a category in the mobile app, simply click on the budget category you wish to remove. You will see a "Delete Category" option at the bottom of the screen.
If you're using the website version, click on the three small dots located to the right of the category. This will bring up an edit/delete option for you to choose from.
Editing Budget Categories
You can also edit the name of any existing category. However, please keep in mind that any changes you make will apply to ALL past transactions that have been assigned to that category. So, be sure to think it through before making any edits!
Archiving Categories
💡 Tip: If you want to remove a category that you've already used but don't plan on using in the future, consider archiving it instead of deleting it. Archiving allows you to keep any transactions allocated to that category while removing it from your active view. For detailed instructions on how to archive a category, check out our guide here.
We hope this guide helps you manage your budget categories more effectively in Billroo. Happy budgeting!