Trying to change category group
awoolley55
Quicken Windows Subscription Member
I have some categories that are appearing under "Personal expenses" that should be under "business expenses". When I follow the directions to assign categories to group it only gives me the choice to change it to a custom group, not to switch between existing groups. How can I switch between existing groups?
Tagged:
0
Best Answer
-
I think there may be something going on under the covers here.
A "Business Expenses" category, to show up under the Business Expenses Category Group must be assigned to a Schedule C line item and marked as "Tax-related category".
Try setting up this category to Schedule C and see if, after saving it, it moved to the correct group. If not, try to create a new category (or choose from available Business Expense categories) and then recategorize all transactions.
4
Answers
-
I think there may be something going on under the covers here.
A "Business Expenses" category, to show up under the Business Expenses Category Group must be assigned to a Schedule C line item and marked as "Tax-related category".
Try setting up this category to Schedule C and see if, after saving it, it moved to the correct group. If not, try to create a new category (or choose from available Business Expense categories) and then recategorize all transactions.
4
This discussion has been closed.
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 223 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 701 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 813 Quicken on the Web
- 111 Quicken LifeHub
