Categories

Discussion List

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  Sort of Categories in Split Transaction

  idh1909 30 views 4 comments 0 points Most recent by Quicken Kristina 4:48PMAll Things Canadian (Windows)
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  Payee names and categories in downloaded transactions are incorrect

  Bdrake100 101 views 14 comments -1 point Most recent by Quicken Kristina 4:10PMDownload, Add/Update Accounts (Windows)
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  What does "Set Account based rule" do?

  Mark A 20 views 1 comment 0 points Most recent by Quicken Kristina 2:45PMRegisters & Transactions (Windows)
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  Is there a way to do a mass change of a category for a specific payee

  Answered ✓ Chuck56 19 views 4 comments 0 points Most recent by Chuck56 11:06AMRegisters & Transactions (Windows)
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  ESPP Rollover - Categorizing negative amount

  Answered harry askenazi 5 views 1 comment 0 points Most recent by mshiggins January 9Paying Bills, Online Billers & Reminders (Windows)
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  Add 1099-NEC to the list of TAX LINE ITEMS available when editing a CATEGORY

  New James Vandeveer 17 views 1 comment 2 points Most recent by Chris_QPW January 8Manage Accounts and Transactions
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  Paycheck Wizard Net Pay Needs Category

  Reviewed DataDave 32 views 4 comments 1 point Most recent by Jim_Harman January 8Reports
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  Budget Separation Fixed Vs Variable (6 Merged Votes)

  Under Consideration Cliff Meyer 517 views 10 comments 24 points Most recent by Quicken Anja January 7Budget and Planning Tools
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  Paychecks Lost All Categories

  Answered Don32@ 21 views 2 comments 0 points Most recent by Quicken Alyssa January 6Errors and Troubleshooting (Windows)
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  The infamous non-totaling Budget Report by Category Group

  sNashville 33 views 2 comments 0 points Most recent by sNashville January 6Reports (Windows)
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  Categories With Pre-filled Amounts and CLR Checks

  Answered Chrisg727 34 views 5 comments 0 points Most recent by Chrisg727 January 6Errors and Troubleshooting (Mac)
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  Linked checking account problems

  es114 39 views 6 comments 0 points Most recent by es114 January 6Download, Add/Update Accounts (Windows)
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  Categories for Investment accounts

  Reviewed Russell0 30 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
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  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 18 views 0 comments 1 point Started by spk5512 January 4 Reports
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  Budget Report Export Category wrong

  jtgostars 17 views 3 comments 0 points Most recent by Quicken Kristina January 3Budgeting and Planning Tools (Windows)
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  Categorize a transfer without breaking the transfer [Edited]

  mtakwax 31 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
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  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered three_jeeps 88 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  Category entry no longer working for downloaded transactions

  Answered galebinder 63 views 7 comments 0 points Most recent by Bob. January 1Registers & Transactions (Windows)
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  Account Specific automatic renaming, category assignment, etc. [Edited]

  Reviewed JohnnyMac 184 views 16 comments 6 points Most recent by majorgear December 2025Manage Accounts and Transactions
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  Fidelity download and auto category

  ericrose12 91 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
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  Unrecognized category or tag found

  Answered Frans Lumbayon 20 views 1 comment 0 points Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
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  Paycheck Transactions Show Incorrect Value in Registry and Reminders after Sync

  scubamyers 73 views 6 comments 3 points Most recent by Quicken Anja December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Trades in Schwab account not downloading to Quicken

  harryo 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  On download, categories are reassigned and memos are removed

  System 4 views 2 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Data Cleanup/Restart [Edited]

  Closed donnaperch 89 views 5 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  Social security income

  Answered ✓ Closed Richard Starrett 106 views 3 comments 0 points Most recent by Richard Starrett December 2025Errors and Troubleshooting (Windows)
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  Uncategorized TRX on Mobile when already categorized on desktop

  Answered Closed Elaine2 25 views 3 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Mobile)
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  Spending Report

  Answered ✓ brettossman 47 views 3 comments 0 points Most recent by robertmills03255 November 2025Reports (Windows)
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  Is there a report that shows all 'flagged' transactions for 1 or more accounts?

  Doninthewater 22 views 2 comments 2 points Most recent by Quicken Anja November 2025Reports
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  Transfers between accounts identified as Uncategorized

  Answered Closed Frank_Jen 49 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)