Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Add Ability to Consolidate Categories
HGNY
Member
I have been a Quicken user for a very long time and had originally created all my own categories. I like the way that Quicken has now set up all its default categories and would like to move or consolidate some of my original categories into some of the new default categories provided by Quicken. It would be great if there were some kind of tool available to do that.
Tagged:
0
Comments
-
There is! It's just not easy to discover. The trick is to go to Window > Categories, and double-click on the Category you want to merge into another one. Edit the name to be the same as the Category you want to merge it with, and you'll get this dialog box:
If you're sure you're ready to proceed, click the Merge Them button and the categories will be merged.
(I suggest making a backup of your Quicken data file before you do this, so if you realize you've messed something up, you can fall back to your backup.)Quicken Mac Subscription • Quicken user since 19934 -
+1
Have Questions? Check out these FAQs (links now fixed):- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
user since '92, STILL using QM2007)1
This discussion has been closed.