Should delete old categories

Daniel Borowicz
Daniel Borowicz Quicken Windows Subscription Member ✭✭✭

Should I delete old categories that I no longer use?

Quicken deluxe subscription, windows 11

I have windows 11, Quicken deluxe subscription

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @Daniel Borowicz,

    Thanks for reaching out!

    This ultimately comes down to personal preference—some users like to clean up unused categories to keep things streamlined, while others prefer to keep them for historical consistency.

    One important thing to keep in mind: if you delete a category that was used in past transactions, those transactions will no longer retain that category and will instead become Uncategorized. This can impact your reports and historical tracking.

    If you still want to clean things up without affecting past data, an alternative is to simply hide categories you no longer use. To do so, please follow the steps below:

    1. Navigate to Tools
    2. Category List
    3. Search for the category name
    4. Right-click the category
    5. Select Hide image.png

    Hope that helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @Daniel Borowicz,

    Thanks for reaching out!

    This ultimately comes down to personal preference—some users like to clean up unused categories to keep things streamlined, while others prefer to keep them for historical consistency.

    One important thing to keep in mind: if you delete a category that was used in past transactions, those transactions will no longer retain that category and will instead become Uncategorized. This can impact your reports and historical tracking.

    If you still want to clean things up without affecting past data, an alternative is to simply hide categories you no longer use. To do so, please follow the steps below:

    1. Navigate to Tools
    2. Category List
    3. Search for the category name
    4. Right-click the category
    5. Select Hide image.png

    Hope that helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.