Can't Merge Categories or Sub-Categories in Quicken Premier for Mac 2019
There is not a tool or method for merging of two categories. The method of renaming and getting a popup does not work for combining categories with a specific subcategory.
0
This discussion has been closed.

Comments
For example, let's say (part of) your category list looks like this:
Auto
Fuel
Repair
Tolls
Gas
Groceries
Hobbies
...and you want to merge the Auto:Fuel category with Gas. In that case, you would first rename Auto:Fuel to Auto:Gas. Then drag Auto:Gas out in between two top level categories (eg. Groceries and Hobbies). A blue line will appear indicated where you are trying to put it. When you release the mouse, you will get the popup window asking if you want to merge Gas with Gas.
When I try your solution, using Quicken for Mac Premier 2019, The category edit window will not let me type a colon into the name field. An other character from the keyboard will type but a colon will not type.
This whole approach seems to be a work around rather than an elegant tool to merge categories from and too any level. I would like to be able to merge top level categories into sub categories and vice-versa.
It seems that you can drag and drop to move sub categories to main level categories. You can even select multiple categories. How about selecting two categories and merging them with a "alternate mouse click"??? That would be an elegant solution... Perhaps with a popup window that asks which you name you want to merge into.
Any other ideas would be welcome. Many Thanks.
To make a subcategory, you either use the New Subcategory submenu from the bottom (+) menu or you drag a higher level category onto the one you want it to be a sub of. To bring a subcategory out to the top level, you drag it to between any two top level categories.
If you are still unable to arrange them as you desire, I will ask again... please provide a concrete example of what you're trying to do and I'll attempt to explain how to do it.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I am unable to type a Category and Sub-Category together on the name line with the colon separating them... ie. " Category:Sub-Category:Sub-Sub-Category " But this may be a configuration problem that I have to solve. Or... it may just not be possible.
Regardless with the tools provided your method works flawlessly. Many Thanks.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
To create a post for a feature request you will want to create a new idea post.
On the home page of https://community.quicken.com/.
Click on 'Ask a Question' and choose 'New Idea'
Hope this helps!