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Quicken Classic for Windows
File Conversion and Backup (Windows)
Can I convert subcategories to tags without losing data?
burtonvoss3345
Using tags would clean up my categories list, but I have a lot of data to convert. Is this possible or even feasible?
Thanks.
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Accepted answers
Chris_QPW
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.
All comments
Chris_QPW
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.
burtonvoss3345
Thanks, Chris_QPW.
That'll do it.
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