Can I do a sub-category of a sub-category?

Linda
Linda Member ✭✭✭
edited September 27 in New to Quicken/Getting Started (Windows)

I have a category MEDICAL and a sub category for MEDICINE. My questions is can I do a sub category for the medicine? Right now it shows up in category MEDICAL:MEDICINE and in the memo box I put the person's name. Can I set it up under category so it says MEDICAL:MEDICINE:JOE or MEDICAL:MEDICINE:SUE so I can print a report specifically for one person or the other? Right now when I print my reports both people come up on one report.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 26

    Yes, you can make multiple levels of subcategories.

    But generally a better way to separate expenses by person is to use Tags. Then rather than creating a whole bunch of multi-level subcategories, you just put Joe or Sue in the Tag field.

    Then you can easily customize reports to include one or both Tags. Also you can set the Banking Transaction and Cash Flow reports to subtotal by Tag.

    If the Tag column is not displayed in your account register, click on the gear at the top right of the register, select Columns to show in register, and put a checkmark next to Tag.

    QWin Premier subscription
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Definitely use Tags, they keep your category structure from getting out of hand. These same Tags can be used to separate other categories that you want to track/separate for Joe and Sue.

    I use Tags to separate auto expenses based on which vehicle it is. I create a new Tag for each vacation trip we take rather than creating another sub-cat so that I know what its total cost.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 26

    Another reason to use tags. There are 2 meds that my wife & I both take, and an MD that we both see.

    If categories were used, all 3 of those would be duplicated. With tags, there's 1 of each.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    I almost always prefer use of categories in place of tags. For me it turns out much better at summarizing in reports than using tags does. I find the use of Tags in reports to be rather cumbersome and I often need to export the reports to Excel to get it set up the way I want.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Linda,

    For more information on creating subcategories and tags, please review these help articles: https://info.quicken.com/win/how-do-i-create-a-new-category-or-subcategory#HowdoIcreateanewcategoryorsubcategory?-Createanewsubcategory & https://info.quicken.com/win/how-do-i-create-or-edit-a-tag

    I hope this helps!

    Quicken Kristina

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