Category with subcategories setting?
mjrudi
Quicken Windows Subscription Member
I dont want a transaction to be assigned to any category that has a subcategory. I just find it odd to do. Is there a setting that if turned on prevents using a category with subcategories?
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Best Answer
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So you have a Category = Medical with subcategories of "Doctor", "Hospital", "Prescriptions". You choose to NOT assign the upper level Medical category to any transaction. Very reasonable, IMO.mjrudi said:I dont want a transaction to be assigned to any category that has a subcategory. I just find it odd to do. Is there a setting that if turned on prevents using a category with subcategories?
There is no way I know of to have Quicken lock out that upper level category.
NotACPA's suggestion to have (perhaps) three categories of Med-Doctor, Med-Hospital, and Med-Prescription would basically accomplish you goal at an expense of not seeing those three added together. No Total Medical in many reports. I would not make that choice
You might want to vote for this idea:
https://community.quicken.com/discussion/7873849/add-ability-to-lock-categories6
Answers
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How about, simply, not creating the subcategories? It's entirely your choice.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
So you have a Category = Medical with subcategories of "Doctor", "Hospital", "Prescriptions". You choose to NOT assign the upper level Medical category to any transaction. Very reasonable, IMO.mjrudi said:I dont want a transaction to be assigned to any category that has a subcategory. I just find it odd to do. Is there a setting that if turned on prevents using a category with subcategories?
There is no way I know of to have Quicken lock out that upper level category.
NotACPA's suggestion to have (perhaps) three categories of Med-Doctor, Med-Hospital, and Med-Prescription would basically accomplish you goal at an expense of not seeing those three added together. No Total Medical in many reports. I would not make that choice
You might want to vote for this idea:
https://community.quicken.com/discussion/7873849/add-ability-to-lock-categories6
This discussion has been closed.