How to merge two expense accounts

jimwallace
Member ✭✭
I want to merge two expense accounts but unable to find away to do it in Quicken for windows. I use to do it all the time in Quick Books...it was very simple. Anyone got an answer short of moving all transactions.
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Best Answer
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"Accounts" or "Categories"?Quicken uses Categories to do the same thing that bookkeepers use expense or income accounts for.So, if you want to merge one category into another, you can use the Tools / Recategorize function in Quicken to select transactions using Category X and change them to Category Y.
As always, before using a function that makes changes to multiple transactions, be sure to have or create a backup of your data file. There is no UNDO button in Quicken if you make a mistake.5
Answers
-
"Accounts" or "Categories"?Quicken uses Categories to do the same thing that bookkeepers use expense or income accounts for.So, if you want to merge one category into another, you can use the Tools / Recategorize function in Quicken to select transactions using Category X and change them to Category Y.
As always, before using a function that makes changes to multiple transactions, be sure to have or create a backup of your data file. There is no UNDO button in Quicken if you make a mistake.5
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