Re: Move 2 categories to a single one?

Edward Reid <[email protected]> Thu, 22 Mar 2012 00:53:41 -0400
Newsgroups gmane.comp.finance.moneydance.general
Message-ID <[email protected]>
Larry Alkoff wrote:
> Somehow I have ended up with 2 categories where there should be only 
> one.  They are different.
>
> How can I move transactions in category B to category A so I can 
> delete category B?

Find and Replace is a good thing, but you don't need it. Select all 
transactions in category B, right/ctrl-click, Batch Change, Category, 
select category A from popup, OK.

Ah, but how to select them all, especially if they are scattered over 
several accounts? You need to open the category register, which you can 
do in either of two ways:

1) right-click any transaction in category B, show other side.

2) Tools -> Categories, right-click category B, Open in New Window.

Once you have the category B register open, Select All and follow 
directions above.

Note that Moneydance makes opening the category register somewhat 
obscure because they find that many users do so accidentally and make 
changes there which they should have made from the account register, 
which can mess up their books. So after making the batch change, close 
the category register.

Edward
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