Can I rename or delete a transfer category?

Bill in La.
Quicken Windows Subscription Member
I am trying to reload my investment accounts and one has the same name as the transfer account which has zero entries.
0
Answers
-
You cannot delete "transfer categories" where the category name is equal to an account register name, surrounded by [square brackets], e.g., "[XYZ Investments]"These names are tied directly to the account register names. Rename or delete an account register and the transfer category will change or disappear accordingly.If you happen to have a hidden category with a conflicting name, unhide it and decide what to do with it.If you have a "regular" income or expense category named "XYZ Investments" that should now become a transfer category, [XYZ Investments], rename or delete the regular category first.0
This discussion has been closed.
Categories
- All Categories
- 6 Product Ideas
- 27 Announcements
- 186 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 726 Welcome to the Community!
- 600 Before you Buy
- 1.2K Product Ideas
- 49.6K Quicken Classic for Windows
- 15.3K Quicken Classic for Mac
- 982 Quicken Mobile
- 772 Quicken on the Web
- 72 Quicken LifeHub