how to add a subcategory to "HOME"

rst45
rst45 Quicken Windows Subscription Member
edited April 2023 in New to Quicken/Getting Started (Windows)
how to add a subcategory to 'HOME'

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2023

    Hi https://community.quicken.com/profile/rst45

    I am not absolutely sure, but I thnk that you want to add additional “view” to the “Home” Tab (in addition to the standard views such as “Dashboard” or “My Money”). If that is the case - simply click on the little “Gear” icon on the far right (next to the camera icon) and then select “Add View”. A new tab will open that you'll be able to edit (including the name of the View itself).

    Let me know if you have any followups, or if I have misunderstood what you are trying to do.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7930638/how-to-add-a-subcategory-to-home

    As @Frankx mentioned…. you may just want another “view” to the “home” screen.

    FYI… the word “Category” & “subcategory” have very specific meaning in Quicken….. —> Tools —> Category List

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