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.

Pro am

categories

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

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.