Renaming categories (Q Mac)

skibblues

I have used HOUSEHOLD:Groceries:Dining and HOUSEHOLD:Groceries since I started using Quicken in 2005. The problem with those categories is that if I search on Groceries, I also get our dining expense. So I would want to change to HOUSEHOLD:Dining and keep the category of HOUSEHOLD:Groceries. I assume there must be a way to rename HOUSEHOLD:Groceries:Dining to just HOUSEHOLD:Dining. And I want to have it take effect for all dates. Thanks for your help.

RickO

Yes, you can do this. You would not actually be renaming, but rather moving Dining up a level so it is a subcategory rather than a sub-subcategory.

Open the Categories window (menu Window > Categories). You should see the hierarchy of your Dining category like this:



What you need to do is grab and drag the Dining line up in-between Household and Groceries. It will look like this while you are doing so:



When you release it, you will see Dining as a first level subcategory of Household (equal with Groceries), like this:



The entries in all your registers will automatically update to reflect this change for all transactions.

RickO

Yes, you can do this. You would not actually be renaming, but rather moving Dining up a level so it is a subcategory rather than a sub-subcategory.

Open the Categories window (menu Window > Categories). You should see the hierarchy of your Dining category like this:



What you need to do is grab and drag the Dining line up in-between Household and Groceries. It will look like this while you are doing so:



When you release it, you will see Dining as a first level subcategory of Household (equal with Groceries), like this:



The entries in all your registers will automatically update to reflect this change for all transactions.

skibblues

RickO - many thanks. Worked like a charm!