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I often have reason to assign 3 different items to a transaction. For example with Christmas shopping. I want to assign a transaction as clothing but also for Christmas and also to my daughter Marisa. Would you suggest clothing as the category and assign 2 tags (Christmas and Marisa)?

Thank you
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  • RickO
    RickO SuperUser, Mac Beta Beta
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    That's exactly what I'd do. Good plan.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    I would categorize such a purchase using a Gifts category; I'd keep Clothing for your own clothing purchases. But it's a personal choice how you categorize things. 

    If you have a few regular types of gifts -- say, Christmas, Birthdays, Charity -- you might consider having them as sub-categories of Gifts. 
    Quicken Mac Subscription • Quicken user since 1993
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