Merge categories in Mac

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, Windows Beta, Mac Beta Beta
    edited April 1 Accepted 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 Windows and Mac subscription.  Quicken user since 1990.

Answers

  • MontanaKarl
    MontanaKarl Member, Windows Beta, Mac Beta Beta
    edited April 1 Accepted 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 Windows and Mac subscription.  Quicken user since 1990.

  • RickO
    RickO SuperUser, Mac Beta Beta
    One more thing... all categories selected to be merged must be at the same hierarchical level. If not, the merge button will be grayed out. To fix this, first drag and drop one of the categories to the same level as the other one.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • 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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