Updating to Quicken default categories

Quicken Windows Subscription Member ✭✭
edited May 2022 in File Conversion and Backup (Windows)
I have been using Quicken since 1996. Is there a way to update the categories in my data file to use the Quicken default categories? I have tried creating a new file and importing the data but the old categories are automatically added.

Thanks in advance.
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Best Answer

  • Quicken Windows Other SuperUser ✭✭✭✭✭
    Answer ✓
    Don't think so.  You already have categories on them.  You would have to do a Find & Replace to change the category.  

    I'm staying on Quicken 2013 Premier for Windows.

Answers

  • Quicken Windows Other SuperUser ✭✭✭✭✭
    Answer ✓
    Don't think so.  You already have categories on them.  You would have to do a Find & Replace to change the category.  

    I'm staying on Quicken 2013 Premier for Windows.

  • Quicken Windows Subscription Member ✭✭
    Thanks, that is what I was afraid I would have to do.
  • Quicken Windows Subscription Member ✭✭✭✭
    The built-in categories are available (press Ctrl + Shift + C, select Options > Manage Categories) but we must merge each old category into the new category (press Ctrl + Shift + C, right-click on the old-category, and select Merge with another category).
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