Catagories

lu_pinewood
lu_pinewood Member
Can I set up my own categories? If I add a payee under a category, will that make all transactions with payee that category? I am having trouble adding a category to my transactions.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    I'll assume your question is about a Windows version of Quicken.
    If that's correct you certainly can create your own Categories.  If you're entering a transaction in a register you can simply type in a new Category name as part of the entry process.  Quicken will ask if you want to create a new Category with that name and if you answer Yes, it will elicit some information about that Category. 
    Alternatively you can click Tools > Category list > New Category and create a Category that way. 
    Using a particular Category for a particular Payee doesn't mean that Payee must always use that Category.  If you have turned on "memorize payees" under Preferences then the next time you enter that Payee Quicken might very well suggest that Category, but you're free to change it for that transaction.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    It's advisable to make your category names generic.  For example "Gasoline" rather than "Exxon" ... just in case you purchase from another company at some point in the future.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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