can i have different category lists for different accounts?

Newbie10!

I would like to shorten the category list so that i dont have to scroll through so much. Different accounts need different categories, i customized one list, and now that list appears in all other accounts. is there a way to have a truncated list for account A, and a different truncated list for account B?

NotACPA

Sorry, but there's only 1 category list, and it can be used by the entire Q data file.

You COULD, however, but some sort of prefix on your category names so that they would "point' to the indicated account.

BUT,  what I'd suggest even more vigorously is that you look at your latest tax return and determine from there what Categories you MUST have.  Then look at your other expenses and determine what makes SENSE to have (such as Groceries, Gasoline, Utilities, Clothing, etc.).

Because you really don't want the confusion of having different categories if you pay a medical bill  with your Visa vs paying with your MasterCard.

Boatnmaniac

Why not simply start to type the category name in the category field?  If there is only one option it will come up.  If there are multiple options (I have three sub-categories for "Gas"...one under "Auto", one under "Boat" and another under "Vacation") then only those specific options will show up making it much faster and easier to select the appropriate one to use.  I find this to be the fastest and easiest way to select the category to use.

You might, also, want to open your Category List and check the box in the "Hide" column for each category you know you will not use.  Then they will not show up in your transaction category list.  This will greatly reduce the number of categories to select from when entering transactions.

Also, when you click just to the right side of the category field in the transaction, you will get a pop-up where you can select the specific group (i.e., Personal Income, Personal Expenses, Investment, Transfers) for the category you want to use.  That will help to considerably shorten the list of categories to select from for that transaction, as well.

NotACPA

Sorry, but there's only 1 category list, and it can be used by the entire Q data file.

You COULD, however, but some sort of prefix on your category names so that they would "point' to the indicated account.

BUT,  what I'd suggest even more vigorously is that you look at your latest tax return and determine from there what Categories you MUST have.  Then look at your other expenses and determine what makes SENSE to have (such as Groceries, Gasoline, Utilities, Clothing, etc.).

Because you really don't want the confusion of having different categories if you pay a medical bill  with your Visa vs paying with your MasterCard.

Frankx

Hi @Newbie10!,

Unfortunately there is only one "category list" per Quicken data file and it does appear for all "accounts" in Quicken.  However the category list is broken down into subsets (depending on which version you are using) and those subsets - such as "personal income", "personal expenses", and "transfers" - do make it easier to navigate a category list that is very long.

Hope this helps!

Frankx

Boatnmaniac

Why not simply start to type the category name in the category field?  If there is only one option it will come up.  If there are multiple options (I have three sub-categories for "Gas"...one under "Auto", one under "Boat" and another under "Vacation") then only those specific options will show up making it much faster and easier to select the appropriate one to use.  I find this to be the fastest and easiest way to select the category to use.

You might, also, want to open your Category List and check the box in the "Hide" column for each category you know you will not use.  Then they will not show up in your transaction category list.  This will greatly reduce the number of categories to select from when entering transactions.

Also, when you click just to the right side of the category field in the transaction, you will get a pop-up where you can select the specific group (i.e., Personal Income, Personal Expenses, Investment, Transfers) for the category you want to use.  That will help to considerably shorten the list of categories to select from for that transaction, as well.