Category Troubleshooting

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I recently added a new category for a transaction in my register, and now the transaction has disappeared completely. I've found the category (it's showing that it is a subcategory of 'Category'), but cannot find the actual transactions anywhere in my registers. New to using Quicken so this may be an easy fix that I'm unaware of. Any help would be awesome, thanks!

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited May 13 Answer ✓
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    Try clicking on the All Transactions heading at the top of the left sidebar. This shows all transactions, including closed accounts. Then look for the transaction(s) by name or date.

    Or, head over the the Categories window (Window > Category). Here, you'll see all your categories.

    Are you saying you have a category called "Category"? You probably don't want that! Click on the first sub-category under "Category" and click the pencil icon in the lower left to edit the category. The second line of the category window is "Subcategory of"; just blank out where it shows it's a sub-category of "Category" and Save. This will change the sub-category into its own main category. Repeat for any other sub-categories of "Category" until there are no more. At this point, in the Category window, for the category "Category", it should hopefully show "Unused" in the Uses column; if so, click on "Category" and click the "–" icon in the lower left to delete the "Category" category.

    For the category you added, find it in the list and click on the number in the Uses column. This will pop up a transaction report showing all the transactions which currently use that Category. It will show the account the transaction is in (which is helpful if you accidentally created the transaction in the wrong account). You can click on any transaction in this report window, and Quicken will open a new window for the account of the transaction, with the transaction highlighted, so you can edit it or move it as appropriate.

    If this doesn't lead you to a resolution, please post back with more details and we'll continue digging… 😀

    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited May 13 Answer ✓
    Options

    Try clicking on the All Transactions heading at the top of the left sidebar. This shows all transactions, including closed accounts. Then look for the transaction(s) by name or date.

    Or, head over the the Categories window (Window > Category). Here, you'll see all your categories.

    Are you saying you have a category called "Category"? You probably don't want that! Click on the first sub-category under "Category" and click the pencil icon in the lower left to edit the category. The second line of the category window is "Subcategory of"; just blank out where it shows it's a sub-category of "Category" and Save. This will change the sub-category into its own main category. Repeat for any other sub-categories of "Category" until there are no more. At this point, in the Category window, for the category "Category", it should hopefully show "Unused" in the Uses column; if so, click on "Category" and click the "–" icon in the lower left to delete the "Category" category.

    For the category you added, find it in the list and click on the number in the Uses column. This will pop up a transaction report showing all the transactions which currently use that Category. It will show the account the transaction is in (which is helpful if you accidentally created the transaction in the wrong account). You can click on any transaction in this report window, and Quicken will open a new window for the account of the transaction, with the transaction highlighted, so you can edit it or move it as appropriate.

    If this doesn't lead you to a resolution, please post back with more details and we'll continue digging… 😀

    Quicken Mac Subscription • Quicken user since 1993
  • BridgetteB
    BridgetteB Member
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    Thank you! This was super helpful. I appreciate it!