How to change a category into a subcategory

pwedeba2004
pwedeba2004 Quicken Mac Subscription Member ✭✭
edited January 2023 in New to Quicken/Getting Started (Mac)
I created a category called Alaska Vacation. Now I realize I want there to be an overall category called Vacations and Alaska Vacation will one of several vacations under it. So how can I now downgrade Alaska Vacation to be a subcategory of Vacations?

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited December 2022
    Bring up the Categories window (from the Window menu) and create a Vacations category, then drag Alaska Vacation onto it to make it a sub-category of Vacations. Any transactions that are categorized as Alaska Vacation should get updated automatically.
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