What happens if I create a "child category" within an associated category?

To explain this case, we will use the following example. 

Let’s imagine we have the category "Bizum" under Operating cash flow > Collections.

When a category is added under it, the original "Bizum" category becomes a category group. 

So, what happens to the transactions that were categorized as "Bizum" once the changes are saved? 

• On the one hand, the transactions that were linked to the category "Operating cash flow > Collections > Bizum" will be reclassified as "Operating cash flow > Collections > Bizum > Other".
• On the other hand, the rule that categorized transactions as "Operating cash flow > Collections > Bizum" will still exist, but it will be shown with a Configuration error.

This error will indicate that the rule needs to be configured again with a valid category so that the automation can continue working properly. Until that configuration is updated, the rule will remain "paused" and will not be able to run on new transactions.

Related articles

• Quick guide - Treasury categories