How do I assign a new category to an existng category group?


When I go to the category list and choose "options" in the lower left and than choose "assign category" it will only allow me to assign categories to custom groups not existing groups i.e. Rental Property Expenses. Is there a way to do this?



  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    You assign categories to rental properties category group by assigning the tax line to Schedule E.

    This is my website:
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭

    Maybe this? For an income or expense category to show up under Business or Rental, etc. you have to assign it a Schedule C or E tax line number. Go into Edit Category and assign it one.

    You can either assign the tax line number to an existing category or you might want to set up a new category for it to keep the existing one under personal if you have the same expense for both personal and business.

    To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C. Then select the category and right click on it to Edit it. Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C: tax line item.

    I'm staying on Quicken 2013 Premier for Windows.

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