How to add the Quicken Expense categories after banking files are setup

Rkent
Member ✭
My bank found my Quicken file was corrupted -- that's why I couldn't download data from the bank. The bank CS Rep had me create a new Quicken file and then set up all the accounts associated with that bank. How can I now add the standard Quicken expense categories without affecting the new banking accounts that work?
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For anyone wondering about the three-dot vs gear icon: we've discovered that which icon you see depends on under which version of macOS you are running QMac 6.5.1. If you are running Mojave or older, you see a gear icon. If you are running Big Sur or newer, you will see three dots in a circle. It is purely cosmetic. Both icons show the same popup menu.Quicken Mac Subscription; Quicken Mac user since the early 90s1
Answers
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When you create a new QMac file all the default categories should automatically be present. If for some reason they are not, you can open the Categories window (menu Window > Categories) and click the three dot (...) icon at the bottom and select Add Default Categories.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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Thanks for the swift response! On my Mac when I go to Windows > Categories, Categories is not a choice nor are the .... so I'm still unable to add the default categories.0
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I'm confused. In Quicken, you pull down the Window menu, and you don't see Categories in the menu?
Or do you see Categories and select it? At the bottom of that window, it's a Gear icon (not three dots) which has the option to Add Default Categories:
But if you started a new file, it would have all the default categories.
For what it's worth, I'd be highly skeptical of a bank determining your Quicken Mac data file was actually corrupted — but if you're back on track, that's great, so carry on.Quicken Mac Subscription • Quicken user since 19930 -
Thanks for your help, I really appreciate it!0
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For anyone wondering about the three-dot vs gear icon: we've discovered that which icon you see depends on under which version of macOS you are running QMac 6.5.1. If you are running Mojave or older, you see a gear icon. If you are running Big Sur or newer, you will see three dots in a circle. It is purely cosmetic. Both icons show the same popup menu.Quicken Mac Subscription; Quicken Mac user since the early 90s1
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