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I want to move several categories to be subcategories of one category

I ended up with several mortgage interest categories, and want to integrate them as sub-categories under one main category, to get an easy total. How to do that and not lose any existing transaction categorization?
Dell Vostro Windows 10 ver 1809 latest updates. Quicken 2019 R19.44 or (latest available) via online subscription.

Best Answer

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    Pull up the category list (Ctrl-Shift-C)
    Right click on a category you want to change.,  Choose Edit
    Click the subcategory selection and fill in the applicable higher level category.
    Click 'Save' button

    You can rename the category at the same time.  Existing transactions associated with the original category will now associate to the (newly renamed?) subcategory.  

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    Pull up the category list (Ctrl-Shift-C)
    Right click on a category you want to change.,  Choose Edit
    Click the subcategory selection and fill in the applicable higher level category.
    Click 'Save' button

    You can rename the category at the same time.  Existing transactions associated with the original category will now associate to the (newly renamed?) subcategory.  
  • dsttexas
    dsttexas Member ✭✭
    All worked great! Thanks.
    Dell Vostro Windows 10 ver 1809 latest updates. Quicken 2019 R19.44 or (latest available) via online subscription.
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