changing two accounts to use same categories
Hello: I have two accounts, mine and my Wife's. Mine uses the old Quicken categories and hers uses the new ones. There is some crossover but ideally I would like to have both accounts use the same category list so reports look uniform and everything gets categorized uniformly. Can anyone suggest a procedure to follow to accomplish this? It would involve somehow recategorizing hundreds of transactions to match in both accounts and then deleting the unused categories that will not be used. (Am not sure if it's better to move everything to the old Quicken categories or the newer ones)? Thanks for any help on how to tackle this thing.
Answers
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Hi Rick: thanks so much for your thoughtful comments. I think we have two data files, but not sure how to tell. So I am going to describe the circumstances. I have always had Quicken and moved to the subscription version. I still only have one subscription but I have my Wife's quicken account separate from mine w/n this one account. When I have to change from one to the other (on Mac), i right click on the Quicken icon and choose from the resulting pop-up my acct or hers. -or- in Quicken I can click on File>open recent and select one of the two files. Does that answer your question?
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Hi Rick: that's a great, and thorough response, when I find some time I'm gonna start working on this project. Thanks so much and I really appreciate your thoughtfulness.
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