tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/208-switching-from-quicken-2012-and-categorization-problemInfinite Kind: Discussion 2016-03-19T05:03:55Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/370626272015-06-08T13:46:37Z2015-06-08T13:46:37Zswitching from quicken 2012 and categorization problem<div><p>Hello,</p>
<p>Once a category has transactions in it, it is not possible to
change its core attributes, such as income and expense, or
currency. What we can do is create a new category correctly and
move your existing transactions to that category.</p>
<p>First, make sure to make a backup or copy of your data file.
We're going to be moving around a lot of transactions, so we want
to be able to restore to a previous version if a mistake is made.
If you're not sure where your data file is located, please see
<a href="http://help.infinitekind.com/kb/moneydance-2015/where-is-my-data-stored">
http://help.infinitekind.com/kb/moneydance-2015/where-is-my-data-st...</a></p>
<p>1) Go to Tools -> Categories from the menu bar.<br>
2) Click on New, and correctly create the category as an expense
category<br>
3) Right-click on the existing incorrect category, and choose to
open it in a new window.<br>
4) Select all of the transactions in that window, right-click on
them, and choose Batch Change -> Account, and select the new
category you just created.<br>
5) Close this category register window.<br>
6) Return to the Tools -> Categories window, and delete the old
category.<br>
7) Repeat for any other categories where you have this issue.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan