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Delete Obsolete "Required" Categories
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Mac Beta Beta
It would be great if it was possible to delete old, obsolete categories listed as "Required" that were once included in the default set of Quicken categories, but are either no longer are a default category in modern versions of Quicken or have been replaced by new, more specific versions of the same category. For example, when I first started using Quicken there was a default, required category called "Investments" with a subcategory called "ESPP Income." If I were to create a fresh, new Quicken file today, this subcategory would not exist. Rather, under "Investments" there are subcategories for "ESPP Self Income" and "ESPP Self Income (Spouse)". In addition, the new category of "Investments" with all of its subcategories only shows up when you are in an investment account.
The old, outdated "ESPP Income" subcategory is still hanging around and shows up in the category list for all accounts, whether they are investment accounts or not. And even though it is not included as a default category in Quicken now (and even though it is unused), it is still listed as "Required" (from earlier versions of Quicken) and as such cannot be deleted.
Please make it possible to remove these types of old, obsolete categories (as long as they are unused) or to have them be replaced/overwritten with the newer categories when selecting the "Add Default Categories" menu.
The old, outdated "ESPP Income" subcategory is still hanging around and shows up in the category list for all accounts, whether they are investment accounts or not. And even though it is not included as a default category in Quicken now (and even though it is unused), it is still listed as "Required" (from earlier versions of Quicken) and as such cannot be deleted.
Please make it possible to remove these types of old, obsolete categories (as long as they are unused) or to have them be replaced/overwritten with the newer categories when selecting the "Add Default Categories" menu.
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Comments
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
But let's not get too far afield from the original request, which was to be able to delete categories not requited by current quicken which had been required -- yet are unused -- from an older version of Quicken.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
If a situation arises where a built-in category was previously deleted or never created at all, but is now needed to correctly record a specific transaction, Quicken should be smart enough to add the missing category on the fly and then continue with the transaction.
I, like many Quicken Mac users, migrated from Quicken 2007, which used a very different set of categories. So I have 18 investment categories from Quicken 2007, some used and some not used, and I'd like to merge those old categories (or at least those which were used) into the required investment categories used by Quicken Mac. But I can't. Category merges must be at the same level (e.g. category to category, sub-category to sub-category), so the first step to merge my old Quicken 2007 "•Realized Gain" category into modern Quicken Mac's category of Investments:Realized Gain/Loss, I would need to make them both sub-categories of Investments, and then merge them. But if I try to drag the old category into the Investment category, I'm blocked because "The 'Investments' category is used internally by Quicken and cannot be modified."
So I'm permanently stuck with duplicate investing categories, one set which came from Quicken 2007 and one set required by modern Quicken Mac.
Handling well of older (Q2007) and Windows file import should be better. I have all these _Div and _Foo categories from...who knows when or which version. (My Quicken file started in the 90s...)