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- Choose Tools menu > Category List.
- Right-click the category or subcategory you want to merge.
- Choose Merge with another category.
- In the Merge transactions into list, select a new category into which you want to merge the old category's transactions.
- Select the Delete unused selected categories check box to remove the old category after the merge. (Optional)
- Click OK to confirm the merge.
Notes
To look at all transactions that use a category
- Choose Tools menu > Category List
- Right-click the category or subcategory you're interested in.
- Choose Category report to display a summary of transactions to which this category is assigned.
- At the bottom of the minireport, click Full Report if you need additional detail.
Overview
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