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

dsttexas
Member ✭✭✭
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 XPS 17 9710, Windows 11 latest, Quicken R48.18 27.1.48.18
0
Best 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.0
Answers
-
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.0 -
All worked great! Thanks.Dell XPS 17 9710, Windows 11 latest, Quicken R48.18 27.1.48.180
Categories
- All Categories
- 16 Product Ideas
- 27 Announcements
- 184 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 724 Welcome to the Community!
- 603 Before you Buy
- 1.1K Product Ideas
- 49.7K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 983 Quicken Mobile
- 773 Quicken on the Web
- 73 Quicken LifeHub