Can't Merge Categories in Quicken Mac Premier 2020

Phil Pifer

I cannot merge any categories. Following the instructions carefully, any way I try to do it the "Merge Category" instruction is always grayed out. Reading other similar threads (which seem to have been closed but never resolved with an answer or workaround): I am trying to merge similar categories (e.g. income vs. expense); it doesn't matter whether the category is used or unused. Always the merge command is grayed out. I have been using Quicken for years and this is the first time I've run into this. Ideas?

Phil Pifer

Thanks, Rick. No, it does not matter the level of the category. The merge command is always grayed out and thus not executable

Phil Pifer

I'm also on 5.17.6 - I will contact Quicken support (although they too often quickly opt to have me rebuild my file, and every time I've done that it doesn't fix the problem and causes others. I'll see what they say and report back here if there is or is not resolution. Others have been variously reporting a similar issue, so I don't think it's just me.