Categories

Discussion List

• 
  Auto Budget allocation after One Step Update

  James Nail 105 views 7 comments 0 points Most recent by Quicken Kristina July 5Budgeting and Planning Tools (Windows)
• 
  Help with Transaction downloads

  aw.ross 56 views 4 comments 0 points Most recent by aw.ross July 2Download, Add/Update Accounts (Mac)
• 
  How do you use Venmo with your checking account in Quicken?

  Answered ✓ Rover2024 83 views 6 comments 0 points Most recent by Rover2024 July 2Errors and Troubleshooting (Windows)
• 
  3

  Up
  Add Category Groups to the Spending Itemized Categories Report

  Reviewed JayWT 48 views 3 comments 3 points Most recent by fzrs5701 July 2Reports
• 
  Why did categories on quick-fill rules stop auto-filling? (Q Mac)

  Answered ✓ Jim Richar 808 views 25 comments 0 points Most recent by Quicken Alyssa July 1Registers & Transactions (Mac)
• 
  Assigning account categories retroactively???

  Answered sbean 41 views 2 comments 0 points Most recent by Quicken Alyssa June 28Registers & Transactions (Windows)
• 
  Quicken for Mac - Categories on Frequently Used Payees Now Regularly 'Uncategorized' [Edited]

  Answered fmarino6132 62 views 2 comments 0 points Most recent by John_in_NC June 28Errors and Troubleshooting (Mac)
• 
  Why are my transfers from one account to another showing as expenses

  Answered Closed swalsh8770 135 views 11 comments 0 points Most recent by Quicken Laura June 25Registers & Transactions (Windows)
• 
  1

  Up
  Export Quicken Categories (Q Mac)

  mybank2002 65 views 2 comments 1 point Most recent by mybank2002 June 23Product Enhancements
• 
  Balance going in the wrong direction

  Answered Good day25 47 views 1 comment 0 points Most recent by jacobs June 22Errors and Troubleshooting (Mac)
• 
  I have a question regarding applying categories to new downloaded transactions.

  qckenguy 42 views 1 comment 0 points Most recent by Quicken Laura June 22Download, Add/Update Accounts (Mac)
• 
  All my new transactions downloaded as uncategorized.

  Answered ErikME 80 views 4 comments 0 points Most recent by Quicken Laura June 21Errors and Troubleshooting (Mac)
• 
  33
  Import Amazon order reports to create transaction splits

  Planned hinder90 4K views 55 comments 33 points Most recent by Laird B June 20Manage Accounts and Transactions
• 
  Duplicates resolved BUT now some categories are unavailable

  Answered Robin Howard 88 views 4 comments 0 points Most recent by Quicken Laura June 18Errors and Troubleshooting (Mac)
• 
  Merged: Track Medical mileage as part of a “copay” expense transaction (Q Mac)

  Closed markmark 32 views 0 comments 3 points Most recent by jacobs June 16Manage Accounts and Transactions
• 
  Analyzing checking account for transactions

  Answered Closed gksmith5 66 views 4 comments 0 points Most recent by Quicken Anja June 16Reports (Windows)
• 
  1

  Up
  Changing custom to other categories

  Reviewed lmf20 28 views 2 comments 1 point Most recent by Quicken Kristina June 12Ideas for Quicken LifeHub
• 
  Accounts and Categories When Transferring

  Answered dmeharg 51 views 1 comment 0 points Most recent by RichardSchreyer June 12Registers & Transactions (Windows)
• 
  Auto Category from downloaded transactions

  Closed ReDave 77 views 4 comments 1 point Most recent by Quicken Anja June 10Download, Add/Update Accounts (Windows)
• 
  1

  Up
  roboaccount or direct index account support

  Reviewed india just 52 views 7 comments 1 point Most recent by india just June 9Manage Accounts and Transactions
• 
  Categories - Auto categorize transactions not working [Edited]

  Answered connie@ 120 views 4 comments 0 points Most recent by mshiggins June 6Errors and Troubleshooting (Windows)
• 
  1

  Up
  Add "Fixed" attribute to Category for Discretionary / Non-Discretionary Reporting

  Reviewed Verbeck1 7 views 0 comments 1 point Started by Verbeck1 June 6 Reports
• 
  Find/Replace" Don't make changes to selected transactions

  Closed DDub 73 views 3 comments 0 points Most recent by Quicken Laura June 4Registers & Transactions (Windows)