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Can I print or download a list of Categories?

basysaz
basysaz Member ✭✭
I'm taking over a Quicken account for a nonprofit arts organization and want to review Categories (chart of accounts) without going one-by-one through the Categories window. I've imported it into a new Quicken file on macOS and can see transactions and all other data. Can I print or download a list of current categories? Would be great to also see whether they are unused?

Best Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Accepted Answer
    No, you can't print out the Category List. However, you can click the Action menu gear icon to display/remove unused categories. 



    On a different note, I will say that, from my 10 years of helping in these forums, people who view Quicken's Category List as a chart of accounts usually experience frustration. It isn't a chart of accounts listing accounts you move $ in and out of. They are more labels of how you spend or receive money. 

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Accepted Answer
    No, you can't print out the Category List. However, you can click the Action menu gear icon to display/remove unused categories. 



    On a different note, I will say that, from my 10 years of helping in these forums, people who view Quicken's Category List as a chart of accounts usually experience frustration. It isn't a chart of accounts listing accounts you move $ in and out of. They are more labels of how you spend or receive money. 
  • basysaz
    basysaz Member ✭✭
    Thanks both for the comments.

    @John_in_NC: I'm aware Quicken categories aren't exactly "accounts" in a COA (I use Quicken for my personal income and expense tracking) but they're giving me the idea of what the client was tracking before set up a *real* CoA for them in QuickBooks Online (yes, another company's product since the Great Schism).

    @jacobs: Perusing the client's current Quicken file I find well over 100 apparent "out of the box" categories you get on initial install (e.g., pets, entertainment, etc.) that are unused. I deleted them, and other unused ones the client had set up, and *now* can do the screenshot trick you suggest.
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