Merge categories in Mac

fsg1949
fsg1949 Member
I want to merge two categories together. There is a merger button under edit categories but it is greyed out. What am I missing?

Best Answer

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    edited April 2021 Answer ✓
    In the Cateories window, select the categories that you want to merge ... typical selection process of shift click to select a range of multiple categories or cmd-click to select individual categories.  As long as two more more categories are selected, the Merge Categories button will be enabled.

    You'll be asked into which of the selected categories you want all transactions (including splits) re-categorized.

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

Answers

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    edited April 2021 Answer ✓
    In the Cateories window, select the categories that you want to merge ... typical selection process of shift click to select a range of multiple categories or cmd-click to select individual categories.  As long as two more more categories are selected, the Merge Categories button will be enabled.

    You'll be asked into which of the selected categories you want all transactions (including splits) re-categorized.

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Well, if we're adding "one more thing": you also can't merge a category or subcategory which is one of Quicken's small number of required categories. (Such as any of the subcategories of Investing).
    Quicken Mac Subscription • Quicken user since 1993
  • fsg1949
    fsg1949 Member
    Thanks... your replies were very helpful...
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