Categories

Discussion List

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  assigning categories to downloaded transactions

  UlyssesPM 28 views 3 comments 0 points Most recent by NotACPA February 14Business and Rental Property Tools (Windows)
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  Need "Find Next" when searching for categories to include in report

  Reviewed Lisa Conrad 22 views 1 comment 3 points Most recent by Jim_Harman February 11Display/UI
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  Roth Dividends Category is Wrong

  Answered ✓ KenC 61 views 12 comments 0 points Most recent by KenC February 3Registers & Transactions (Mac)
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  Memorized transaction loses it's category splits.

  ROMAY 299 views 25 comments 0 points Most recent by Quicken Anja January 30Registers & Transactions (Windows)
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  Quickfill rule for Business has not been added (Q Mac)

  JimHuff 17 views 1 comment 1 point Most recent by Quicken Jasmine January 29Business and Rental Property Tools (Mac)
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  Interest not associated with an account

  Answered ✓ TomS 37 views 5 comments 0 points Most recent by TomS January 28Registers & Transactions (Windows)
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  Fixed and Discretionary Expenses (Budgets & Reports)

  Reviewed contact_robert 931 views 21 comments 31 points Most recent by jacobs January 27Budget and Planning Tools
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered 19randyowen59 54 views 7 comments 0 points Most recent by 19randyowen59 January 26Investing (Windows)
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  How to do reporting based on tags with multiple tags

  Answered dsmb2025 93 views 3 comments 0 points Most recent by dsmb2025 January 25Reports (Windows)
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  categorising expenses that also need to be added to depreciable assets

  Answered Dr_B 39 views 4 comments 0 points Most recent by jacobs January 24Registers & Transactions (Mac)
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  Ideas for budgeting and accounts

  Richard K 38 views 2 comments 0 points Most recent by UKR January 24Budgeting and Planning Tools (Windows)
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  Can you hide parent categories (ie: not show the full path)

  Answered ✓ Closed ForzaBlue 93 views 7 comments 0 points Most recent by Quicken Anja January 16Reports (Windows)
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  Ability to hide parent categories

  Reviewed ForzaBlue 27 views 0 comments 2 points Started by ForzaBlue January 16 Manage Accounts and Transactions
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  Reclassify expenses using single entry

  Answered Closed Frankvet 77 views 6 comments 0 points Most recent by Quicken Jasmine January 12Registers & Transactions (Mac)
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  Business Investment Account: _IntInc Missing from Profit and Loss Report

  Answered ✓ Closed Homestar 37 views 2 comments 0 points Most recent by Homestar January 9Reports (Windows)
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  Why are my new categories not appearing in reports?

  Answered Closed a1feldman 67 views 4 comments 0 points Most recent by a1feldman January 6Reports (Windows)
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  Spending Pie Chart cannot select parent category and see individual transactions

  Closed Tom1087 38 views 1 comment 0 points Most recent by Quicken Kristina January 6Reports (Mac)
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  Sub category not included in summary total

  Closed jtgostars 126 views 6 comments 0 points Most recent by jtgostars January 6Budgeting and Planning Tools (Windows)
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  Can't get rid of ACCT_1379a [solved]

  Closed Rocket J Squirrel 56 views 2 comments 0 points Most recent by UKR January 4Errors and Troubleshooting (Windows)
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  Multiple suggestions: streamline data entry, adjust categories, collapse empty fields, etc. [Edited]

  Reviewed pnweeks 117 views 1 comment 6 points Most recent by Quicken Kirby January 2Ideas for Quicken LifeHub
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  Customize saved report issue? ugh!

  Answered ✓ Closed stoll 85 views 3 comments 0 points Most recent by Boatnmaniac January 1Reports (Windows)
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  Rename and Quick Fill Rules Should Include an Account Filter

  Reviewed AGGSpeaker 60 views 3 comments 3 points Most recent by AGGSpeaker January 1Manage Accounts and Transactions
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  Suppressing Quicken Classic's Built-in Categories

  Answered Closed WmGHamm 70 views 4 comments 0 points Most recent by Quicken Anja December 2024Registers & Transactions (Windows)
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  Add TAG filtering to Dashboard cards

  Reviewed jfishsun 33 views 1 comment 1 point Most recent by jacobs December 2024Product Enhancements
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  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 240 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  Why are some categories 'checked' on all reports; can be 'unchecked' & saved; but return?

  Answered Closed kayak 135 views 8 comments 0 points Most recent by kayak December 2024Reports (Windows)
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  Import Amazon order reports to create transaction splits

  Under Consideration hinder90 3K views 51 comments 31 points Most recent by jacobs December 2024Manage Accounts and Transactions
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  Category dropdown sometimes defaults to All, and sometimes to Recently Used?

  Answered Closed DebOR 169 views 8 comments 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Windows)