categories

Pro am

"Lost" categories! I cannot display categories except for "required" or "unused" although they ae present when assigning them to items. I spent over an hour with Quicken rep and could not resolve.

RickO

This is probably an easy fix. In the Categories window, click the gear icon at the bottom. Is "Show Only Unused Categories" checked? If so, uncheck it.

Pro am

categories

RickO

This is probably an easy fix. In the Categories window, click the gear icon at the bottom. Is "Show Only Unused Categories" checked? If so, uncheck it.

Pro am

WOW! thanks so much! I am a long time Quicken user so had my own list of categories/subcategories for many years. Was faced with adjusting to Quicken's list when I moved to subscriber, so I had been merging/transferring items and ...oops!
So many, many thanks

RickO

Nothing prevents you from using your own categories and subcategories and deleting Quicken's built-in ones (except the Required ones). That's what I do.

jacobs

The only thing to know is that if you download banking and/or credit card transactions, and you take advantage of Quicken's ability to automatically categorize those transactions, you need to use Quicken's categories; the auto-categorization it uses is tied to Quicken's categories, and there's no way to "re-map" them. Of course, you can create QuickFill rules to insure your Payees map to your categories, so it doesn't matter if you delete Quicken's default categories.