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Merge Category

  1. In the Merge transactions into list, select a new category into which you want to merge the old category's transactions.
  2. Select the Delete unused selected categories check box to remove the old category after the merge. (Optional)
  3. Click OK to confirm the merge.

Notes

  • You can merge only categories that are in use—that is, categories that have transactions associated with them (click the minireport icon 
    ).
  • Instead of deleting an unused category, you can hide it.
  • Use CTRL+click or SHIFT+click to select multiple categories to merge.
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