That’s a clever way to use the new Merge Categories workflow, @aronos. I like it.
(I believe) the Merge Categories scripts are smart enough to work on spreadsheets that don’t contain the Savings Budget, but, currently, the Savings Budget menu only shows in the Tools submenu of the add-on when the Savings Budget is installed. At some point, it would be cool to create a standalone Categories submenu that had workflows like:
- Merge categories
- Rename category
- Add common categories (for specific demographics like student, empty nester, just out of college, etc)
Randy