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Posted by Fred Smith on October 20, 2007, 8:27 pm
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I think you're going to find it difficult to follow your suggested procedure. As
you say, how are you going to decide what category a transaction belongs to if
you ignore your current category?
Personally, I would start with what you have, and use Quicken's Recategorize
feature. This will allow you to rename categories, and you can attack the
project as time permits.
--
Regards,
Fred
>I am using Q2004 and I have numerous categories and subcategories that are
> usually the same name or type but just a variation of the name.
>
> I want to use standardized categories and subcategories and to
> incorporate/import them into my system.
>
> Once imported, what would be the best or most rapid way to edit all
> transactions to fit into these standardized categories?
>
> What process do users go through to decide how a transaction fits into a
> category and subcategory?
>
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