Merge categories in Mac
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fsg1949
Quicken Mac Other Member
I want to merge two categories together. There is a merger button under edit categories but it is greyed out. What am I missing?
0
Best Answer
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In the Cateories window, select the categories that you want to merge ... typical selection process of shift click to select a range of multiple categories or cmd-click to select individual categories. As long as two more more categories are selected, the Merge Categories button will be enabled.
You'll be asked into which of the selected categories you want all transactions (including splits) re-categorized.Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.4 (and Win 11 under Parallels Desktop)
3
Answers
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In the Cateories window, select the categories that you want to merge ... typical selection process of shift click to select a range of multiple categories or cmd-click to select individual categories. As long as two more more categories are selected, the Merge Categories button will be enabled.
You'll be asked into which of the selected categories you want all transactions (including splits) re-categorized.Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.4 (and Win 11 under Parallels Desktop)
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Well, if we're adding "one more thing": you also can't merge a category or subcategory which is one of Quicken's small number of required categories. (Such as any of the subcategories of Investing).Quicken Mac Subscription • Quicken user since 19934
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Thanks... your replies were very helpful...0
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