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Greyed out boxes in Category List

In my category list, some of the category check boxes under the "Hide" column are greyed out and cannot be selected. What causes these check boxes to be greyed out?

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Answers

  • Doug DubowskiDoug Dubowski Member ✭✭
    Thanks. Is there a way that these Categories can be reclassified as "Expense" or "Income"?
  • Chris_QPWChris_QPW Member ✭✭✭✭
    A transfers is neither income or expense.  It is moving money from one account to another, which doesn't change your net worth.

    If you state why you would want to reclassify these "categories", then maybe something can be suggested for that.
    (I'm using the latest Quicken subscription version)
  • Doug DubowskiDoug Dubowski Member ✭✭
    Not sure why an account shows up on the category list in the first place. If you go to the Accounts List, all of the "Transfer" type categories (all of which are an account of some sort) are listed and you can hide them under the Account List window. Again, not sure why these accounts show up on the category list. Just seems to confuse the issue.
  • Tom YoungTom Young SuperUser ✭✭✭✭✭
    "Category" is a bit of Quicken-speak meaning "this is an account", (as real accountants use that term), "that will appear on a Spending report." 
    On the other hand, having words enclosed in square brackets, e.g., [Bank of America Checking], is Quicken's way of saying "this is an account that will appear on a balance sheet."
    Real accountants generally refer to both of these as "accounts", which sometimes is confusing if an account has a vague name that clearly doesn't distinguish it as an income/expense or balance sheet account. 
    Given that Quicken is geared towards non-accountants making the distinction clear does have its advantages.  If you're selecting from a list of Categories you know that the dollars you're entering there will show up on some Spending report, while if you're selecting from a list of [Accounts] you know the dollars you're entering will affect some line item on a balance sheet. 
    But any entry you make, (Quicken forces you to actually start making your entry in an [Account], can have offsets to Categories, [Accounts], or both.  So even though the register has a box labeled Category, as a practical matter [Accounts] must be included in the list.
    If you want to make a transfer show up as a form of "income" or "expense" on a Spending report you can, by suitably modifying the report.  From an "accounting" perspective it's still a "transfer" with no net change in your net worth.
  • Doug DubowskiDoug Dubowski Member ✭✭
    Well, I always treated categories as a means of classifying or sorting transactions so things like spend reports made some sense. How much did I spend on food, clothing, prescriptions, etc. Transfers never fit into that understanding for me. If those transfer accounts were removed from the categories list and restricted to the accounts list, all would be good. I just happened to have stumbled upon them first in the categories list, and then found out how to manipulate them in the Accounts list. Anyway, all is good now. I understand how they work.
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