Deleting Old Categories

We have found at both the Ward/Branch and Stake levels, categories that have been used in the past, but are now not used (Especially in the Other Account). We would like to delete them so that they don't clutter up our budget reports, but if the items have been used any time in the last several years we can't.

Is there some other way to get rid of them?

You can set them to inactive. They won't show up as a donation sub-category at that point. Howerver, they will not be able to be deleted for 3 plus current year from the time they were last used. That is for audit purposes a requirement.

Just a clarification that if you're a Canadian unit it will stay for 5 years plus current.

I see you can't delete categories for up to 3 years. So, how do you make them inactive?

I go to "manage categories", and I can not select "High Priests", so then I can not make it inactive and it shows up on all the reports. How do I do make it inactive?

brucebre wrote: Wed Jan 01, 2025 10:13 am I go to "manage categories", and I can not select "High Priests", so then I can not make it inactive and it shows up on all the reports. How do I do make it inactive?

You can't make top level categories inactive--only custom sub-categories.

How do I remove or delete top-level categories?

brucebre wrote: Wed Jan 01, 2025 10:37 am How do I remove or delete top-level categories?

Top level categories cannot be deleted, removed, or hidden.