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Go to your Profit Gauges account's overview page.
  • Go to your Profit Gauges account's overview page.

  • Select the "Categories" button along the left hand side of the screen.

  • Look down at the List Management section

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Click on one of the list items to reveal the details.
  • Click on one of the list items to reveal the details.

  • These are the details you'll see. To cancel or save the changes be sure to use the button near the bottom.

    • If the account is an expense you can control which category it is under. Simply click and change.

    • Not using an account any more? Make it inactive. You will not see it in future forms but will still show up in the reports for past entries.

    • Messed up and just want to delete the sub category? When you click delete we'll make sure the it's not being used. If it is we'll let you know so you can go fix the conflicts. Otherwise it's deleted.

    • Remember to save the sub category before leaving the page.

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Finish Line

12 other people completed this guide.

Aaron

Member since: 11/02/2011

8,714 Reputation

19 Guides authored

2 Comments

When I hover over list management nothing happens and I cant click it.

Michael Bailey - Reply

Michael, what browser are you using? and are you clicking on an account that you created? (as in step 2 with the teal box?)

Aaron -

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