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Can I rename or merge a subcategory to the parent category, which is also a subcategory? (Q Mac)

Dorothy H

In cleaning up my registers, I accidentally assigned some txns to a subcategory instead of merging them into an already established subcategory. Is there a way to fix?

For example, all Starbucks entries are now categorized as Food & Dining: Coffee Shops: Coffee Shops. I would like them to be simply Food & Dining: Coffee Shops.

I made the same mistake with all Food & Dining entries. Restaurant entries are now categorized as Food & Dining: Restaurants: Restaurants. Would prefer it to be simply Food & Dining: Restaurants.

When I select both subcategories (eg., Food & Dining: Coffee Shops: Coffee Shops and Food & Dining: Coffee Shops), the merge option is grayed out. Any ideas how to accomplish?

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Accepted answers

jacobs

Yes, you can do what you want -- but there's a trick.

The trick is that you can only merge categories and subcategories at the same level of hierarchy. You can't merge a main category and a sub-category, or a sub-category and a sub-sub-category.

So here's how I'd solve your problem. You have:
Food & Dining
Coffee Shops
Coffee Shops

Rename the lowest subcategory to something different:
Food & Dining
Coffee Shops
To Merge

Then move this sub-sub-category up in the Categories window so it's at the same level as the sub-category you want to merge it with:
Food & Dining
Coffee Shops
To Merge

And now you can click on "Coffee Shops" and "To Merge" and merge them into Coffee Shops.

All comments

jacobs

Yes, you can do what you want -- but there's a trick.

Dorothy H

Thank you! That did it.

brianr13@me.com

how can I delete a category

garysmith87

In Quicken Mac:

Window > Categories ... highlight the category or sub-category you want to delete. Click on the - (minus) sign at the bottom of the window.

Alternatively, right click on the category and select Delete Category.

Alternatively, highlight the category and select DELETE from the keyboard.

jacobs

brianr13@me.com said:

how can I delete a category

If you delete a category that's never been used, then deleting it from the Categories window by clicking it and pressing the – button will do it, as explained above. But if it's a category which you've used for transactions in the past, heed the warning which will pop up when you try to delete it: it warns you that removing the category will remove it from all transactions which use that category. All those transactions will become Uncategorized.

For that reason, I think it's generally a better idea to merge the category you want to remove into another existing category, so you aren't left with uncategorized transactions.