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Posted by NoSpam on December 18, 2007, 9:03 am
Please log in for more thread options wrote:
>There are two issues in your post.
>
>"You can't delete the investment related category _401Kwithdraw
>because Investment accounts are present."
>
>There is no way around that limitation; if you have Quicken
>investment accounts, you can not delete the Quicken created
>investment account categories beginning with an underscore.
>
>You may not have any transactions using that category at the
>moment, but there are situations when Quicken assigns categories
>and it must have those categories available ... the categories
>that start with an underscore, are such categories. (Not all
>the categories starting with an underscore are for investments,
>but Quicken will tell you if you aren't allowed to delete such a
>category).
>
>Any category that doesn't start with an underscore should be
>able to be deleted.
>
>In the Category List, there is a small "report" icon just to the
>left of the category name; clicking that icon will give you a
>list of transactions using the category, and if there are no
>transactions using the category, a popup message will say "You
>have no transactions that use the selected category".
>
>You might get some benefit from creating an "Itemized Category"
>report, doing an "Expand All", then Customizing to show "Totals
>Only" for All Dates. That should give you one line for each
>category/subcategory that has any transactions.
Thank John
_______
Gordon Potter
Atlanta, GA
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