Moving a line item to a different category
I think this is probably way more simple than I am making it. Is there a way to drag a line item into a different category? We are reworking our budget so it makes more sense, renaming categories and moving lots of stuff around. The last thing I want to do is recategorize a bunch of transactions because I did it wrong. Help!
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Simple in the web app: Click, Hold, Drag to new location, even to another master group.
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Yep - in the web app, just click and drag. In the mobile app, tap the box with the checkmark at the top of the budget screen, then use the three bars to the right of each category (line item) to drag and drop.
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Thank you so much! I think I tried to do this at one point some time ago and it wasn't set up to work like that. You folks just made my day! Vibrant JoeDid
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Cadet Blue Moose I also didn't know this. I thought the way to recategorize transactions was to go to the account register, select transactions, then click Edit > recategorize. You'd then have to comb through your budget to reallocate the money, or at least rearrange the current month budget back to where you started.
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Move Light Sound Life What you said is the case if, for example, you want to change some transaction from being categorized as "Dining Out" to "Entertainment." OP was asking how to move the "Dining Out" category (line item, in his terms) from the Immediate Obligations category group to the Fun Money category group on his budget page, without having to touch any of the actual transactions...at least, that's how I was reading it.
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Vibrant Woops! Thanks for pointing that out. I read the post too literally, thinking that this was their actual, desired last step,
Cadet Blue Moose said:
The last thing I want to do is recategorize a bunch of transactionsand that this was the reason they were reorganizing in the first place,
Cadet Blue Moose said:
because I did it wrong.However, I can see the perspective that says the whole sentence was communicating a wish to avoid such a process and just organize the categories correctly from the start. 😁
Non-verbal cues, eh?
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Hi, I just tried this today because I have some credit cards accidentally listed under "debt" and I want to move them to "credit cards". I am trying to drag and drop and it's not working. What am I doing wrong? Thanks!
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Amynicole2121 The built-in "Credit Card Payments" group is special. It only contains the categories corresponding to credit-based budget accounts. You cannot move anything else in, nor can you move any of these out.
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Amynicole2121 If your credit cards weren't created as credit-based budget account, to change it you will have to create new accounts using the right account category and then you can move all the transactions from the old "wrong" account to the new account. Then move money in your budget to budget for your credit card payment according to what you intend to do: credit card payment available equals the account balance if you pay it in full or CC payment available equals to whatever payment you want to send to the credit card company if you pay down a balance.
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One comment on those cards.. if you're not using then for budgeted purchases, it's recommended that you do not make them budget accounts. True, the category won't be with the others, but the Immediate Obligations seems to fit as well (assuming you're still using that default group).
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