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How does one group categories in Quicken for Mac 2019? Is this a feature planned for a near-term fut


  • RickO
    RickO SuperUser, Mac Beta Beta
    edited January 2019
    I'm not exactly sure what you mean here, but QM2019 does have the ability to define subcategories of categories, sub-sub-categories and so on down to at least seven levels. Probably more. 

    To add a subcategory to a top level category, open the Categories window (menu Window > Categories). Select (single click) the category to which you want to add a subcategory, then click the plus sign at the bottom of the window and choose "New Subcategory...".

    You can also arrange categories in this window by drag and drop. If you have a top level category that you want to be a sub of another, just drag and drop it on top of that other category. It will become a subcategory. If you want to make a subcategory into a top level category, drag it out between two top level categories. If any of this creates a conflict because two have the same name, you will be asked if you want to merge them.

    Does this answer your question, or did you have something else in mind for category grouping?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    Hello Charles,
    Are you still experiencing this issue?

    Please let us know so that we can best help you.
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
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