Donation Categories

Use this screen to edit the list of donation categories. You get to it by selecting Maintenance à Donation Categories.

The categories are displayed in a drop-down list when you enter donations, in alphabetical order. There should always be a donation category called "General", and then you can add as many other categories as you wish to use.

On this window you can click the New button or press Enter to add a new category. To edit the name of an existing category, just click into the name and make your changes, then press Enter or click the Save button to save your changes. Click the Cancel button or press ESC to undo an edit, or to not save a category entered with the New button.

You can click Delete to delete an unused category. It will not let you delete a category that is being used by one or more donations. (If you decided that you should not have used that category, you could find those donations, change their category to some other category, and then delete the category.)

If you try to change the name of a category that already has donations using it, you are prompted to make sure that is what you want to do. Changing the name will change the category on all donations that currently use that category.

Click Close or press ESC when you are done editing donation categories.