How do I add expense categories for Quicken on the web?

nemclemore

I'm using Quicken on the web, but i cannot seem to find how to add expense categories? How do i customize those and add new ones online?

Quicken Sarah

Hello @nemclemore

Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

Quicken on the Web is a companion App for desktop Quicken software and so is limited in what features/functions are available.

I apologize, but at this time new categories are unable to be created in the Quicken on the Web App.  Instead, the category will need to be created in the desktop software and once synced, the new category will be available for selection in the Mobile and Quicken on the Web Apps.

If you haven't already, I would encourage you to create a new Idea post requesting this ability to be added to the Quicken companion Mobile/Web apps Information and steps for how to create an Idea post is available here.

I hope this information is helpful and apologize for any frustration or inconvenience.

Thank you,

Sarah

Quicken Sarah

Hello @nemclemore

Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

Quicken on the Web is a companion App for desktop Quicken software and so is limited in what features/functions are available.

I apologize, but at this time new categories are unable to be created in the Quicken on the Web App.  Instead, the category will need to be created in the desktop software and once synced, the new category will be available for selection in the Mobile and Quicken on the Web Apps.

If you haven't already, I would encourage you to create a new Idea post requesting this ability to be added to the Quicken companion Mobile/Web apps Information and steps for how to create an Idea post is available here.

I hope this information is helpful and apologize for any frustration or inconvenience.

Thank you,

Sarah