Merging categories helps organize your financial records by consolidating similar or duplicate categories. This process is useful if you have created redundant categories over time or want to simplify your reports for better analysis.
When you merge categories, all transactions assigned to the merged categories are combined under a single category. Subcategories are also merged, provided they share the same name. The original categories are removed from your category list.
Merging categories
To merge categories:
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From the Window menu, select Categories.
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Command-click each category you want to merge.
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Select the Merge Categories button at the bottom of the window.
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In the dialog, verify that your preferred category name is selected under Into. The name must match one of the listed category names.
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Select Merge to complete the merge.
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Review the updated category list to verify the categories have been merged successfully.
Undoing a merge
If you need to reverse the merge, press Command+Z immediately to undo the action.
Before merging, make sure you have selected the correct categories. Merging combines their transactions and cannot be easily undone after the fact.