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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 Vostro Windows 10 ver 1809 latest updates. Quicken 2019 R19.44 or (latest available) via online subscription.
0
Best Answer
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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 Vostro Windows 10 ver 1809 latest updates. Quicken 2019 R19.44 or (latest available) via online subscription.0