How do I create a list of category groups?

Quicken 2017 16.2  Patricia Ponthier [email address removed] USA
I was on chat for 45 minutes with no answer.  How do I create a list of my category groups so I can work with deleting, renaming or merging them?


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    How about a simple click on TOOLS, and then on Category List?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Patricia Ponthier
    Patricia Ponthier Member ✭✭
    edited August 2018
    Specifically i want to see which categories are in each group so I can delete and combine some groups.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited August 2018
    From C. D. Bales:

    Tools > Category List. Click in the "Group" column heading to sort the list on Group.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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