Add Personalized Budget Categories

Unknown

I would like to be able to change the names of our budget categories or else this purchase is a total waste. Is this an option in Quicken for Mac? Example instead of Amusement, I need a category called Golf. Thank you!

Unknown

From main Quicken home menu, click "window" from upper browser bar, then "catgories" then edit using lower left controls

NotACPA

The categories available for budgeting must be previously created in your Q data file.

To create new categories, do TOOLS, Category List and then click "New Category" in the upper right of the Category List.

Unknown

markrauch said:

From main Quicken home menu, click "window" from upper browser bar, then "catgories" then edit using lower left controls

Thank you so much. It wasn't intuitive for me to check the window menu and I had exhausted all my options in the budget window!

Unknown

markrauch said:

From main Quicken home menu, click "window" from upper browser bar, then "catgories" then edit using lower left controls

Been there, done that.

smayer97

NotACPA - QW HBRP 2019 said:

The categories available for budgeting must be previously created in your Q data file.

To create new categories, do TOOLS, Category List and then click "New Category" in the upper right of the Category List.

There is no TOOLS menu in the Mac version ;-)