how do i reassign a catagory into a different group?

Blue Vine
Blue Vine Quicken Windows Subscription Member
edited December 2022 in Business and Rental Property Tools (Windows)
i creat a new catagory and quicken automatically assigns it to 'Personal Expense'. i want to know how to move it into the other category 'Rental Property Expenses'.

Answers

  • Scooterlam
    Scooterlam Quicken Windows Subscription SuperUser ✭✭✭✭
    edited November 2022
    You will have to assign a tax line to that new category in order to move it to the Rental Property Expenses group.

    When you edit your new category, there will be a tab called Tax Reporting.  Assign that category a rental related tax line.  Quicken will then move that category into the Rental Property Income or Expense group depending on the tax line you assign.



  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Blue Vine said:
    i creat a new catagory and quicken automatically assigns it to 'Personal Expense'. i want to know how to move it into the other category 'Rental Property Expenses'.
    Just to clarify: The tax line item must be a "Schedule E:..." item for the category to appear in Rental Income or Expense.
    Likewise, for a category to appear in Business Income or Expense, it must be associated with a "Schedule C" tax line item.

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