Reclassifying Categories to Subcategories
cdalmeida
Quicken Mac Subscription Member ✭✭
Hi, I have been using Quicken for years but have not used this Forum before.
I have a Quicken for Mac subscription.
So, my question is how to best reclassify or convert certain Categories (whether new or existing) to other new or or existing categories, thus making them subcategories.
As an example: I have created some new categories for (1) 2021 US Estimated Tax Payments, (2) 2021 US Tax Withholdings, (3) Foreign Estimated Tax Payments, (4) Foreign Tax Withholdings.
Now I want to assign items 1 and 2 to a new category named US Taxes and items 3 and 4 to a new category named Foreign Taxes.
I know I can edit categories under the Windows menu but it seems very counterintuitive and difficult to move around categories and nest them under other categories.
Suggestions will be appreciated.
I have a Quicken for Mac subscription.
So, my question is how to best reclassify or convert certain Categories (whether new or existing) to other new or or existing categories, thus making them subcategories.
As an example: I have created some new categories for (1) 2021 US Estimated Tax Payments, (2) 2021 US Tax Withholdings, (3) Foreign Estimated Tax Payments, (4) Foreign Tax Withholdings.
Now I want to assign items 1 and 2 to a new category named US Taxes and items 3 and 4 to a new category named Foreign Taxes.
I know I can edit categories under the Windows menu but it seems very counterintuitive and difficult to move around categories and nest them under other categories.
Suggestions will be appreciated.
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