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    • Can I rearrange the budget categories on my budget

    Quicken Windows Subscription Member
    edited June 2024 in Budgeting and Planning Tools (Windows)

    I'm not asking about adding or removing. But moving the important ones to the top of the list. There are things I want to track but they are not as important so I'd move them to the bottom and things that have frequent charges I would move to the top

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    Answers

    • Moderator mod

      Hello @MntlDfct,

      Unfortunately, reorganizing category groups is not a feature in Quicken Classic right now. However, there is currently an idea thread for it which you can view here. I suggest adding your vote and keeping an eye out as our Product and Development teams frequently review ideas for new features.

      I apologize for any inconvenience.

      -Quicken Jasmine

      Make sure to sign up for the email digest to see a round-up of your top posts.

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      Other than creating new Category Groups, e.g., "Important Income", "Important Expense" and then changing the Category Groups of existing categories (see Tools / Category List / Options button / Assign Category Groups) …

      the only other workaround I can think of would be to rename each of your categories and put a numeric 2- or 3-digit prefix in front of the category name, e.g. "01 Auto", "02 Food", "99 Vacation", where 01 is the highest importance and 99 is the lowest.

      P.S.: When assigning categories to Category Groups, do NOT mix income and expense categories together into one group. Keep income separate from expense category groups!

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