Can I change a subcategory of one parent category to another parent? (Q Mac)

MyQuser4321
MyQuser4321 Member ✭✭✭

I created a new subcategory in a new parent. Now I want to transfer the expenses in the old subcategory to the new one.

Best Answer

  • MyQuser4321
    MyQuser4321 Member ✭✭✭
    Answer ✓
    Why I could not drag in the Categories window is still a mystery, because today I can! This changes everything! You have helped to lift off a great burden. You helped me out of a box I created for myself. Thank you very much!

Answers

  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Open the Category List (Windows > Categories).

    Seelect the old subcategory and drag it to the new parent.

    If the old and new subcategories have the exact same name, you will be given the option to Merge the two (lower left of dialog).

    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • MyQuser4321
    MyQuser4321 Member ✭✭✭
    Rick: Your answer was excellent. But my challenge seems to be more complicated.
    A silly example might help.
    Category: Foods
    sub: Beef
    sub: beer
    sub: fish
    New category. Drinks
    new sub: beer
    I'm trying to move beer from Foods to sub under drinks.
    I have merged categories, but not subs. Maybe that's a Windows vs. Apple thing.
  • MyQuser4321
    MyQuser4321 Member ✭✭✭
    Mike: I can't drag in the Categories list. Is there a special way? Like shift-drag or command-drag?
  • MyQuser4321
    MyQuser4321 Member ✭✭✭
    Answer ✓
    Why I could not drag in the Categories window is still a mystery, because today I can! This changes everything! You have helped to lift off a great burden. You helped me out of a box I created for myself. Thank you very much!
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