New Feature: Archive transaction Categories

🌟 We've added the ability to archive transaction categories in Settings → Finance if they are no longer being used and need to be retired. 

Archiving is not the same as deleting or hiding.  It is a safe way to slowly discontinue usage.

Once a category is archived, it will no longer be displayed in the UI as available for use when creating or editing transactions. Archived transaction categories will, however, still be visible in filters and reports and will continue to work as already configured in other areas of the app.

For example, if a program or rental is already configured to use a category, which is then archived, the program can continue to use the category just as before. When adding a new program, the archived category will not be displayed in the list of available categories. 

The new 'Archive' checkbox added in Settings:

When filtering on transaction categories in the Transactions list, there's now a 'Archived Trans. Cat' link to show the archived categories. Archived categories also display with the '(Archived)' text beside them in all areas of the app. 

Note that the export files have not been changed. They will not include the '(Archived)' text. 

Archived categories in the transaction list: 

 

The '(Archived)' text will also not display publicly on guest statements:

Posted by Andrea