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How do I work with multiple categories in the Category List?

About changing the way transactions are categorized (recategorizing, merging, and more)

You can't undo the results of recategorizing or merging categories, so you may want to back up your data file before you begin. If the results are not what you expect, restore the backup copy and try the procedure again.

To change the category of several transactions (Recategorize)

To merge categories

  1. Choose Tools menu > Category List
  2. Select the category you want to Merge - Then select the second category by pressing and holding CTRL and selecting the category. 
  3. Once you have selected your two categories you can then right-click and select the option Merge all selected with another category.
  4. Select the category it will merge with. Select the dropdown menu and choose the best option for you. 
  5. Select Delete unused selected categories to remove the old category after the merge. (Optional).
  6. Select OK. The categories will be merged.


To look at all transactions that use a category

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