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When deleting a category, prompt to replace it with an existing category

Feature RequestHigh Priority

When I first started using Waypoint, transactions from some restaurants were auto-categorized as “Dining & Restaurants”. Then after importing more CSV files a new “Dining Out” category appeared. Honestly I don’t recall if I created it in error, but now I have a mix of transactions across multiple months using both categories.

Rather than going through each individual transaction and changing the category, it would be easier to just delete the duplicate category and be prompted to either apply ‘uncategorized’ or select another of the existing categories.

Posted by iamclaus ·
Status: Completed4 comments

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Comments4

  • iamclaus

    •

    Feb 11

    It works! Thank you!

    • team@waypointbudget

      Team•

      Feb 11

      Glad to hear it :)

  • team@waypointbudget

    Team•

    Feb 11

    This should be live now! When you delete a category, you'll see exactly how many transactions are linked to it (along with a few recent examples), and you can choose to reassign them to another category or mark them as uncategorized.

    If there are no transactions tied to the category, it'll just delete cleanly without the extra prompt. Let us know if it works as expected for your Dining & Restaurants / Dining Out situation!

  • team@waypointbudget

    Team•

    Feb 10

    Will be looking into it this week as well.