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karandjoh's Avatar

karandjoh

30 May, 2022 02:23 AM

I would love to be able to merge two or more categories into one.

  1. 1 Posted by mhoggie on 30 May, 2022 03:27 AM

    mhoggie's Avatar

    just a user,

    very easy, just use the "Find and Replace" extension, find all the transactions with the "Category" you want to change, set the change parameters, change, and record.

  2. 2 Posted by dwg on 30 May, 2022 03:31 AM

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    I'm a fellow user.

    This has always been possible, as something that it is viewed as something you would need to do infrequently, it is just not there as a direct capability. The following outlines another approach you can take.

    Before you start, take a backup of your data, this is a significant restructure and a mistake almost always results in the need to restore from Backup, mistakes are something you can rarely recover from when doing this.

    Decide which of the categories you are going to keep, even if you plan on renaming it, that is easy to do, in due course. I would generally keep the category that has the most transactions it in.

    You now need to open a transaction register for one of the categories you want to amalgamate with the one you are keeping. To do this use the menu item Tools → Categories.

    Select the category you want to move the transactions from, Right click and select "Open in New Window" The result is a transaction register, now be careful here this is a category transaction register not the Account transaction register you are used to dealing with, yes they look the same but there are implications in changing things in this sort of register (Note about making sure you have a backup).

    Select all transaction in this register, generally you can do this by selecting a transaction then using the keyboard shortcut CTRL-A (CMD-A on Mac).
    Now right click on the transactions and Select Batch Change. Select to Change the ACCOUNT (yes that is Account – this is one of the differences when using category registers) In the window that comes up scroll and select the category that you want these transactions to be part of i.e. the Category you are going to be keeping.
    Repeat the above process for any other categories.

    If you wish to rename the category, from the category window select the category and choose the Edit button, in the dialog that comes up you can change the category name, and also change where it sits in the category structure (parent) if desired.
    You should now have some empty categories these can be deleted.

  3. 3 Posted by karandjoh on 31 May, 2022 09:53 PM

    karandjoh's Avatar

    Thanks for that. Not easy, then. I’m not sufficiently comfortable to delve into that depth of activity. Hence my plea for a simpler process. Like MS Money used to provide, in other words.

     

    I’m grateful to you to have taken the time to give me all this information though. Cheers

     

    John R

  4. 4 Posted by karandjoh on 31 May, 2022 09:55 PM

    karandjoh's Avatar

    Many thanks for that. I have had a look at what you suggest but .. a bit
    terrifying for someone like me. Hence my plea for something simpler. Like MS
    Money used to provide, in other words.

    Cheers

    John R

  5. 5 Posted by dwg on 31 May, 2022 10:47 PM

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    Make a backup of your data then try it.

    If you have problems restore the backup and you are back where you were.

  6. System closed this discussion on 30 Aug, 2022 10:50 PM.

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