Merging categories

Craig Nuebel's Avatar

Craig Nuebel

11 Feb, 2017 05:14 PM

When I started I set up very specific categories, but now that I have used Moneydance for several years I found it is better to narrow down the number of categories. Is there any way to merge category into another without losing the information connected to them?


Craig Nuebel

  1. 1 Posted by -Kevin N. on 11 Feb, 2017 05:56 PM

    -Kevin N.'s Avatar

    Hi Craig,

    You'll need to use 'Batch Change' to move the transactions (txns) from the old Category's Account to the new Category's Account.

    Always make sure that you have a recent backup or copy of your data file before using 'Batch Change'. Batch Change is a powerful tool. If a mistake is made using Batch Change with multiple txns selected, things can get ugly in a hurry.

    1) Go to Tools > Categories, In the resulting window, locate the old Category that you want to move the txns out of and right-click it (CTRL-click for Mac). Choose 'Open in New Window'.

    2) Doing so will open the Account register for that Category in a new window. Make sure that the 'ALL' filter is applied. The filters reside along the top of the register.

    (This is one of the rare instances of when a user should view txns from a Category Account standpoint. Moneydance support recommends that users generally steer clear of Category registers due to the somewhat backward nature of the beasts.) -- Tread lightly.

    3) Select (highlight) any txn, then use key-combo CTRL-A. All of the txns in the register should now be selected (highlighted).

    4) Right click (CTRL-click for Mac) any highlighted txn, choose 'Batch Change', then 'Account'. (That is NOT a typo, you are changing the Account of the Category). From the resulting 'Account' drop-down list select the name of the Category that you want to move the txns into.

    This process will remove all txns from the account register of the old Category and move them to the account register of the new Category.

    5) You can now close the New Window.

    6) You can then delete the old Category. (if you wish)

    Again it's best to make sure that you have a backup or copy of your data file before attempting this process.

    HTH -Kevin N.
    (not a member of MD support)

  2. System closed this discussion on 13 May, 2017 06:00 PM.

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