Editing categories

CBradshaw
CBradshaw Quicken Mac Subscription Member
edited September 2022 in Investing (Windows)
I'm new to Q, brought accounts from another platform and would like to edit my categories (in effect, create a new chart of accounts). How do I do that?
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Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @CBradshaw,

    I am a little confused, so can you clarify one item?  You mentioned a "chart of accounts" which - in accounting language - is actually a list of all the accounts you have - like "ABC Checking account" or "Visa Credit Card", etc. .  The categories in Quicken are actually the "types" of transactions - such as various types of expenses or types of income.

    Let us know and we'll go from there.

    Frankx

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  • CBradshaw
    CBradshaw Quicken Mac Subscription Member
    Hi Frank - I was able to figure this out on my own...only wanted to edit the categories. I was able to do it in Settings. Thanks!
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