What's the easiest way to merge categories? YNAB's "help" notes has a section on "delete/merge categories", but it doesn't say anything about merging. This suggests to me that the only way to do it is (if, e.g., merging two categories) to rename one of the categories to a combined one and delete the other, which seems clumsy to me.
If deleting a category moves all transactions to another category wouldn't it make sense to move all budgeted money to that category as well instead of moving it to TBB? If I move all transactions from a deleted budget to Uncategorized, then sure, moving the previously budgeted money to TBB would make sense but not if all those transactions are being moved to a specific category. Or am I missing something?
I was also looking for the merge category / combine categories feature and surprised it doesn't exist... Seems like it would be a common feature just like the merge payee feature.
What I'd like to do is combine groceries and dining out into one category named "food", since about the only time my wife and I pickup, order delivery or go to a restaurant is in lieu of eating in with groceries.
It might be useful to do it as well for shelter, transportation, etc.
So, if I'm understanding this correctly, what I'd need to do currently is create a category named food, then delete the one named groceries and assign those to food, then delete dining out and assign to food correct?
My municipality has combined the water (previously every other month) and electric bills into one monthly bill. I thought it would be simple to merge the categories, but apparently NOT. No way am I going to go back months and try to patch together the budget havoc that deleting a category apparently creates. Since the Payee is new, I'm going to enter the transaction as a split and just move on. Only happens once a month, so sounds like a lot less work. Hopefully the developers will put this feature in an update soon.
If you would like to advocate for a "Merge Categories" function (as I would). Please submit a Feature Request for one. I just did myself.
FEATURE REQUEST LINK
To sum up this thread so far: YNAB users are trying to "Merge categories", but all we have is a "Delete Category" option, that 1/2 deletes and 1/2 merges. "Delete Category" deletes budgeting history for a category (returning budgeted funds to TBB), but merges transactions with another category that the user selects.
Work-arounds to this issue require reports to be less representative of past spending trends (hiding the category), or a lot of work adjusting past month's budgets one a time (I like keeping my budget history available and accurate, and it is 36 months long).
It's been a while since this question was posted.
I wanted to cleanup my budget and merge some categories together.
It looks to me like YNAB did a nice job and we can now merge two categories by deleting a category and selecting the new category.
It will move all existing transactions to the new category and also move the budgeted amount for past and future budgets. Just like you would expect. It worked perfectly for me.
I've done it from the browser app and it worked flawlessly.