Editing Categories

Overview

Prospects™ allows you to edit the categories provided by the application. You can create new categories, edit existing categories, or delete categories. You can also indicate whether a category is tax-related by clicking the associated checkbox. You can also expand all of the categories or collapse all of the categories.

Adding a Category

If you would like to add your own categories to the list of pre-existing categories, you can:

  1. Click the Category icon ()on the task bar.
  2. Select the plus sign () to create a new top-level category, or select the insert sign () to create a new category under the selected category.
  3. Enter the name of the new category in the Category Name field.
  4. If the new category is tax-related, click the appropriate check box.
  5. Prospects™ will provide a default color for your new category. However, if you wish to change it, click the color swatch and select a new color.
  6. If you choose to, you can enter a description of your new category in the Description field.
  7. When you are finished updating the information in the Categories window, click OK.
  8. Your new category will automatically be highlighted for you in the list of categories.

Modifying a Category

If you would like to modify an existing category, follow the instructions below:

  1. Click the Category icon () on the task bar, the Categories window will appear.
  2. Double click the entry in the categoy list that you would like to modify.
  3. Update the information as you deem appropriate.
  4. When you are finished modifying the information for that category, click OK.
  5. Your modified category will automatically be highlighted for you in the list of categories.

Prospects™ allows you to drag-and-drop your categories/sub-categories between other categories or bring sub-categories out to be their own top-level category. Prospects™ automatically sorts the categories alphbetically so you are not able to specify order of categories/sub-categories, only placement under a top-level category or for sub-categories, placement as a new top-level category. To drag a sub-category out to become a main category, drag it to the very top of the table or the very bottom. Additionally, you can drag a category/sub-category from the category list directly to a transaction in the transaction table to assign it.

Deleting a Category

If you would like to delete categories (pre-existing or otherwise) follow the instructions below:

  1. Click the Category icon () on the task bar, the Categories window will appear.
  2. Select the category you would like to delete, click the minus sign ().
  3. You will be prompted to verify your deletion. Note that if the category you want to delete has sub-categories, the sub-categories will also be deleted.
  4. Click OK on the deletion verification window. (If you do not want to be prompted again to verify your deletion, click the checkbox labeled "Do not show in the future". If you choose the do not show in the future checkbox, you can reset that selection at any time by visiting "General Preferences".)

Expand All / Collapse All

The Categories window also has a button (in the upper right hand corner of the window that looks like "") which you can utilize to expand or collapse the entire list of categories.