Re: Community Discussion: subcategory list showing a limited view to select from

On Monday, February 13, 2023 at 2:57:49 PM UTC-6, John Pollard wrote:
> Community Discussion: subcategory list showing a limited view to select from 
> 
> Found at: https://tinyurl.com/upc77c6a 
> 
> 
> The reported problem is that some users can not add a new category and make it a sub-category of an existing category. 
> 
> When they initiate the New Category process, key in the new category name, click on "Subcategory of:", then try to scroll down to the appropriate "parent" category; Quicken prevents scrolling as far as the user needs to scroll. [This may be caused by some existing Category being corrupted.] 
> 
> I have not seen the problem in any release of Quicken I've used. 
> 
> I have a possible workaround, but since I do not experience the problem, I can not test to see whether my alternative works. 
> 
> Alternate approach: 
> Instead of starting the process by clicking New Category (in the Category List); try right-clicking the intended Parent category and selecting "New subcategory". 
> 
> That approach will normally open the New Category dialog with the Parent category-to-be already selected (no scrolling to locate it is necessary). 
> 
> At that point, all the user needs to do is key in the new "Category name:" and click Save. 
> 
> [Last Community post: February 12, 2023 @ 12:16 PM]

I experienced this problem today in R47.11.

The possible workarounds I posted in this discussion 
do not work for this problem.

It turns out that the problem is caused by categories created by Quicken - 
possibly during a Validate, or when Quicken encounters one of those 
situations where it does not know where to put some downloaded data.

In those situations Quicken may create dummy accounts (or categories).
The names of those dummy Accounts and Categories 
typically take form:  ACCT_xxxx.

If you experience the problem of the linked Community Discussion, 
where you can not create a subcategory because the parent category 
you want is not in the parent category dropdown; the workaround is to 
locate the dummy category (or categories) in the Category List and 
delete it (or them).