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Posted by Jim T. on June 15, 2007, 8:38 am
Please log in for more thread options wrote:
>JM wrote:
>> wrote:
>
>>> Using Q2006P
>>> I want to move a category to be a subcategory of another. The
>>> option
>>> is offered only on those that are already subcategories. Edit
>>> only
>>> lets you change the description and the tax form. Am I
>>> missing
>>> someting?
>
>> Sounds to me like you are trying to change one of QW's
>> "hard-wired"
>> categories - those that begin with the underscore such as
>> "_DivInc".
>>
>> No, you can not move one of these to a subcategory.
>
>> Not sure why this is.
>
>If you are correct that the OP wants to "move" an underscore
>category, I think there is a good reason for Quicken preventing
>the action. Doing what the op wants would - effectively -
>delete the main underscore category (Quicken expects a "main"
>category of "_DivInc" to exist when Quicken tries to categorize
>investment account dividend transactions). When you can't
>delete the category directly (you can't delete Quicken
>investment categories if you have investment accounts with
>transactions using that category), you shouldn't be able to
>delete it indirectly.
>
>For example: The process would - in effect - delete the category
>"_DivInc" and create a new "category" something like,
>"MyCategory:_DivInc".
>
>Also, changing transactions with a Quicken created category
>beginning with an underscore, to some other category would, it
>seems to me, screw up many of Quicken's reporting capabilities.
>How would Quicken accurately report "Dividend Income", if the
>"_DivInc" category for transactions was changed to
>"MyCategory:_DivInc"?
Thanks for these responses. They answer my question clearly. Now I
need to find a way to produce a report I want.
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