Archiving a category will allow you to remove it from your list of All Categories. To archive a category, go to Categories>Donations or Categories>Purchases and click on the Edit pencil of the one you want to archive. You will now see a trashcan icon to the upper right. *Please note that you will lose the ability to filter by categories that have been archived. If you just need to keep donors from seeing a category when donating but you still need it for reporting, it is best to just hide the category using the toggle on the categories list. (see Help Center article for Displaying or Hiding Categories)
After clicking on the trash can, you will be asked to confirm your desire to archive the category.
The category will now be displayed under the Archived tab on your Categories screen. If you need to Restore a category that you have archived, you can do that by going to the Archived tab and clicking Restore.
You will be asked to confirm your desire to Restore the category.
Some important things to note about archiving categories:
1. We recommend not archiving a category until you are completely done with all transactions and reporting to that category. When a category is archived, it will not be available on report filters. However, transactions will stay linked with the category.
2. When a category is archived and there are active recurring donations set to it, they will continue to process to that category until edited by either a member or an admin. When editing, the user will no longer have that category available.
3. When restoring an archived category, it does not affect any existing recurring transactions.