Select the ‘Edit’ button next to the category you’d like to delete.
Select ‘OK’ in the pop-up window to complete the process.
Please note that code ‘001-Sales’ is a pre-set FreeAgent category that can’t be deleted. It’s also not possible to delete any pre-set ‘Capital Asset’, ‘Current Asset’, ‘Liability’ or ‘Equity’ categories as indicated by the padlock icon to the right of each category.
The following pre-set ‘Admin Expense’ categories can be edited, but changes can only be made to the ‘Auto VAT Rate’ and these categories can’t be deleted:
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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