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Category Cleanup

I'd like to clean up my categories and their subs. If I remove a primary or sub. EFFECTIVE TODAY 1/1/21, will it delete/effect my past assignments for 2020 > 2009?
For example: in 2018, I added a category and subs for my daughter's wedding. And I AIN'T GONNA NEED THAT ANYMORE!!!
For example: in 2018, I added a category and subs for my daughter's wedding. And I AIN'T GONNA NEED THAT ANYMORE!!!
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Best Answer
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smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
RickO said:Glad you found that. Just be aware that it did not change any categories that are used on split lines of split transactions.
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(Canadianuser since '92, STILL using QM2007)
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Answers
Are you trying to clean up the category list and the category dropdown you see when entering a new transaction? Unfortunately, we don't have a Hide Category option (yet) in QMac. But here's a suggestion. In the Categories window, create a new top level category called "z-Retired Categories". This will sort to the bottom of the list. Then drag and drop any old no-longer-used categories on top of this new one. They will become subcategories of z-Retired Categories, including all of their own subcategories. This way, all of those categories will be out of the way, yet still be attached to the original transactions in case you would ever need to pull them up.
If you have one time use categories, then this might be a better case to use Tags (I.e., "Daughter's Wedding 2018" and apply that to every transx (regardless of category) that it applies to. Then, you can quickly pull up everything related to the wedding by searching/repoarting for that tag. Tags make categories 3-D in a sense.
You mention having a category and a number of sub-categories for your daughter's wedding. If you don't need that detail and more, you could merge all the sub-categories into one sub-category, then elevate that sub-category to be a main category, and then merge that with the original main category for the wedding -- so you'll end up with just one category and no sub-categories for the wedding.
Then, you can do as RickO suggested and rename it "z-Daughters wedding" to put it at the bottom of your list whenever it won't be visible and bother you. Or if you have some other category you'd be fine merging the wedding expenses into, you could do that.
Some things to know about category merging:
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(Canadian
The one restriction that irks me is that you can't merge a category into a Quicken required category (most of which are tied to tax schedules). I certainly understand why you can't delete any required category, or merge any required categories out of existence. But it would be helpful to allow users merge other categories into the required categories. For instance, Quicken 2007 uses a set of investment categories that were denoted with bullets: "•Div Income", "•Long Cap Gain", etc. It would be helpful to merge those into the current Quicken categories for these actions -- but we can't, so we're stuck keeping both the old and the new categories. And I can't figure out any reason for that restriction.