How to Merge categories in investment transactions?

jcheffer

I tried to recategorize investment transactions in category "_IntInc" to category "Interest Income:Bond interest", but got a Quicken message that I would have to do that by editing one transaction at a time (over 600 of them!). There are transactions in both categories. How can I merge the two categories?

splasher

Merging categories implies you are going to delete the category that you are merging from.  The "_XXXXX" investment categories are mandatory and you can not delete them, therefore you can't do a category merge.

splasher

If you run the Investment Transactions report, you can do a Find & Replace from it.

_IntInc is not is the dropdown list, but it can be typed in to do the find.

BE SURE TO MAKE A BACKUP BEFORE DOING ANY OF THIS IN CASE YOU DON'T LIKE THE RESULTS.

q_lurker

How (what transactions) did you assign the "Interest Income:Bond Interest" category?

You may be able to use a Banking Transactions report customized to the Investment account and therein change from that category to the built-in "_IntInc" category. 

You will not be able to change an Interest Income (Action = "IntInc") transaction to use your "Interest Income:Bond Interest" category.  That transaction type uses only "_IntInc" or "_IntIncTaxFree" as applicable.   

splasher

Merging categories implies you are going to delete the category that you are merging from.  The "_XXXXX" investment categories are mandatory and you can not delete them, therefore you can't do a category merge.

splasher

If you run the Investment Transactions report, you can do a Find & Replace from it.

_IntInc is not is the dropdown list, but it can be typed in to do the find.

BE SURE TO MAKE A BACKUP BEFORE DOING ANY OF THIS IN CASE YOU DON'T LIKE THE RESULTS.

q_lurker

How (what transactions) did you assign the "Interest Income:Bond Interest" category?

You may be able to use a Banking Transactions report customized to the Investment account and therein change from that category to the built-in "_IntInc" category. 

You will not be able to change an Interest Income (Action = "IntInc") transaction to use your "Interest Income:Bond Interest" category.  That transaction type uses only "_IntInc" or "_IntIncTaxFree" as applicable.