Can I convert subcategories to tags without losing data?
burtonvoss3345
Member ✭✭
Using tags would clean up my categories list, but I have a lot of data to convert. Is this possible or even feasible?
Thanks.
Thanks.
0
Best Answer
-
A category and a tag aren't the same thing, so you wouldn't "replace" a sub category with a tag.
Instead you would tag the sub category transactions and then you would change the category to something else like the parent category.
Ctrl+H to bring up Find and Replace dialog.
Search with Category, Exact, and then the Sub category.
Select Replace Tag and put in the tag you want in the With box, and then Replace All.
They change Replace Tag To Category, and in the With box to the category you want, and then Replace All.Signature:
This is my website (home of ImportQIF, and old Quicken patch installs):1
Answers
-
A category and a tag aren't the same thing, so you wouldn't "replace" a sub category with a tag.
Instead you would tag the sub category transactions and then you would change the category to something else like the parent category.
Ctrl+H to bring up Find and Replace dialog.
Search with Category, Exact, and then the Sub category.
Select Replace Tag and put in the tag you want in the With box, and then Replace All.
They change Replace Tag To Category, and in the With box to the category you want, and then Replace All.Signature:
This is my website (home of ImportQIF, and old Quicken patch installs):1 -
Thanks, Chris_QPW.
That'll do it.1
This discussion has been closed.
Categories
- All Categories
- 139 Product Ideas
- 35 Announcements
- 215 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 692 Welcome to the Community!
- 663 Before you Buy
- 1.2K Product Ideas
- 53.3K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 808 Quicken on the Web
- 109 Quicken LifeHub
