How do I delete budget categories now and going forward without removing them from past budgets?

Ponyboy
Ponyboy Quicken Windows Subscription Member
edited February 2024 in Budgeting and Planning Tools (Windows)

My wife and I are retired and have paid off our Mortgage. Many budget categories I no longer need. However I noticed if I remove them it affects all previous budgets.

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    You can't delete them, but you can hide them. Go to Tools → Category list and select the hide check box for the one(s) you want to hide.

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    http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    You can't delete them, but you can hide them. Go to Tools → Category list and select the hide check box for the one(s) you want to hide.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There's no reason in the world to delete Categories that you no longer need as you actually, really used those Categories in the past and they need to be there for proper historical reasons. Just hide them.

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