Creating a new category in an existing group

I use quicken rental property and would like to create new categories in this existing group. So far I have only being able to create sub-categories. How can I do that? I would like to keep all my financial movements only in the rental property component.



  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭

    To cause a category to be treated as a rental property category by default, assign a Schedule E tax line item to the category in the Category List.

    Categories need not always be treated according to their Category List grouping (Personal, Business, Rental Property).

    To cause a category in a specific transaction to be treated differently than its default (as indicated in Category List): right-click the transaction, select "Tax line item assignments", and assign the desired tax line item to that specific transaction.


    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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