Edit drop-down list when categorizing a transaction

Stormy
Stormy Quicken Mac Subscription Member
How would I eliminate some of the suggestions on the drop-down menu that appears when I categorize a transaction? I have a confusing blather of suggestions that have probably been used in the past but that I no longer need or use.
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Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited February 2022
    There's no way to eliminate categories from the dropdown list other than to delete them entirely, which would mean re-categorizing the old transactions that used them.

    You might want to add your vote to this suggestion.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    If you have some categories which are similar from misspellings or accidentally creating categories which duplicate each other, you can merge two or more categories into one in the Window > Categories screen.

    For example, if you have a "Bank Fee" category and a "Bank Late Fee" category and want to eliminate one, click one, Command-click the other, and click Merge Categories at the bottom of the scree; the pop-up window will ask you to select which of those the other is merged into.

    Note that this will change all your existing transactions which use the category you're eliminating into the one you're keeping, so your old transactions remain 
    categorized using the category you've retained.
    Quicken Mac Subscription • Quicken user since 1993
  • woz1n2@hotmail.com
    woz1n2@hotmail.com Quicken Windows Subscription Member
    What strokes are "Command-click"
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