Changing Category Group

Quicken Windows 2017 Member ✭✭
in Errors and Troubleshooting (Windows)
In the past I changed some standard categories to a new custom category group. I would now like to change them back to their original standard category group, e.g., "Personal Expenses." However when I edit the categories I only see the custom category groups in the drop-down list. How can I change them back to their original group? Thank you.
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Best Answer

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    To change a category in a custom category group back to the original group, select the custom category group on the right pull-down menu in the Assign Category Groups window, then select the category on the right and Remove.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    To change a category in a custom category group back to the original group, select the custom category group on the right pull-down menu in the Assign Category Groups window, then select the category on the right and Remove.
  • Quicken Windows 2017 Member ✭✭
    Thank you, this worked great! I didn't check the Options drop-down in the Category List which is where the Assign Category Groups selection is located.
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