Quicken Deluxe - Change Subcatagory Group from "Personal" to "Business"

OneLessThing
OneLessThing Quicken Windows Subscription Member ✭✭
in New to Quicken/Getting Started (Windows)
I have been moving some "Personal" subcatagory line items and putting them under a Rental Expense catagory. How do I change these subcatagory line items to the "Business" group and type? I have attached the subcatagory edit screenshot.
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Best Answer

  • OneLessThing
    OneLessThing Quicken Windows Subscription Member ✭✭
    Answer ✓
    I believe I have figured it out. Let me know if this is not correct. A "Tax Line Item" must be selected from the list.

Answers

  • OneLessThing
    OneLessThing Quicken Windows Subscription Member ✭✭
    Answer ✓
    I believe I have figured it out. Let me know if this is not correct. A "Tax Line Item" must be selected from the list.
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    OneLessThing said:
    I believe I have figured it out. Let me know if this is not correct. A "Tax Line Item" must be selected from the list.

    BINGO!  Q only knows that a category is business related when it has a business tax line associated with it.
    Note that not ANY tax line from the list will do this ... only the Business tax lines.  Sched C, Sched D, Sched F, etc.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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