Remove an analysis category

Summary

How to remove projects, departments and cost centres analysis categories in Sage Accounting.

Description

If you clear the checkboxes on an analysis type to make it unavailable, Sage Accounting removes any categories already assigned to it. 

To avoid losing data, we recommend you rename the category to something like "Don’t use" instead.

Resolution

To stop using an analysis category

To make an analysis category inactive (recommended)

  1. Go to Settings, then select Business settings.
  2. Under Financial Settings, select Analysis types.
  3. Locate the analysis type under Transaction Analysis or Group Analysis.
  4. Change the category Name to Don’t use.
  5. Select Save to finalise the changes.

Remove an analysis category from use

  1. Go to Settings, then select Business settings.
  2. Under Financial Settings, select Analysis types.
  3. Locate the analysis type under Transaction Analysis or Group Analysis.
  4. Clear the checkboxes from the Active Areas for this Analysis Type section.
  5. Select Save to finalise the changes.

Related Solutions

Solution Properties

Solution ID
240624154931490
Last Modified Date
Fri Sep 04 11:40:52 UTC 2026
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