Unused categories - budgeting (Q Mac)

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Nana Kate
Nana Kate Member ✭
edited February 2023 in Budgeting and Planning Tools (Mac)
Im a new user - trying to set up a budget for the year - unused categories (that don't have a transaction yet) don't show up? Help appreciated in "converting" these categories
Thanks
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Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Hopefully, some Q Mac expert users will chime in here shortly.
    Meanwhile, for your reading pleasure ...

    Are you new to Quicken Mac (2015 and newer)?

    Welcome.

    Getting Started with Quicken for Mac
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac
    https://www.quicken.com/getting-started with links to more information and videos

    If you haven't done so already, please review these videos for more information about Quicken Mac
    https://www.youtube.com/user/QuickenMac/videos

    (OK, so they're a little dated by now, but they will still help you get started)

    Help! (Quicken Mac)

    Click Help / Quicken Help for additional help on Quicken functions and features.
    A browser-based version is available here:     https://help.quicken.com/display/MAC/Quicken+for+Mac+Help

  • lhossus
    lhossus SuperUser, Mac Beta ✭✭✭✭✭
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    Nana Kate said:
    Im a new user - trying to set up a budget for the year - unused categories (that don't have a transaction yet) don't show up? Help appreciated in "converting" these categories
    Thanks
    Click on the Edit Budget icon / text located just below the budget title in upper left of a budget display, then in that resulting editor display, click on the Select Categories button in the lower left. A list of categories will appear with a check beside each category that is currently in the budget. 

    Verify that the Show filter (at the bottom of the list, on the right side) is set appropriately (Used and/or Unused).
    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1
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