Entering or Deleting Categories

In Quant, there are a default set of categories (or chart of accounts) which include the basic categories a business will need. These default categories cannot be edited or deleted in Quant as they are used as a basis for machine learning.

Our algorithms within Quant use set categories to gain insight into common selections, providing a better user experience. However, if the categories provided aren’t tailored enough, simply add and edit new categories as you like.

Additionally, you can make existing categories inactive by clicking the yellow edit icon next to them: