How do I move a category to a different category group?
katem5689
Quicken Windows 2017 Member ✭✭
I am trying to add a category to the Business Group but Quicken insists on adding it to my Personal Group. I am adding it from the Business Group, but it always ends up in Personal. How can I move it?
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Answers
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You will have to assign a tax reporting line to your category to move it to the business category group.
Goto:
- Menu Tools>Category List
- Select the Category>Right Click>Edit
- Check the Tax related category box
- Select an appropriate tax reporting line in the Tax Reporting Tab
- Save
- Verify your selection in the Tools>Category list
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