Adding or Editing Quicken Business Categories

Question

Hello,

I really need to add/modify the business expenses that are the default when you set up a new Quicken Business & Personal file.  Anything I add goes into Personal.  Can you help me please?  This seems very basic since it's easy to do anything with the personal categories.

Please advise.  Thanks.

Chris_QPW · Answer

It is said that the support people didn't know that. It is certainly a well-known fact on this forum.

I'm glad you figured it out.

Quicken Kristina · Answer

Hello @jtomlin622,

Thank you for sharing the solution you found, although I'm sorry to hear that Quicken Support wasn't able to assist you.  For more information about category types (and what makes Quicken see them as that type), please see this help article:

https://info.quicken.com/win/how-do-i-edit-change-or-delete-a-category-or-subca#HowdoIedit,change,ordeleteacategoryorsubcategory?-Aboutchangingcategorytypes

Thank you!

jtomlin622 · Answer

Hello! I actually just figured it out myself, but want to post it here becasue Quicken Support couldn't help me.

If you create a category and assign the correct business tax line, it will classify it as a Business Category.