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

Rkent

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?

Rkent

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.

jacobs

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. 

Rkent

Thanks for your help, I really appreciate it!