Categories

Discussion List

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  Reclassifying Categories to Subcategories

  Question Closed cdalmeida 65 views 1 comment 0 points Most recent by cdalmeida January 2022Registers & Transactions (Mac)
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  Is a list of default Quicken categories available?

  Answered Closed Dorothy H 1.7K views 5 comments 0 points Most recent by Dorothy H January 2022Registers & Transactions (Mac)
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  Is there a way to "lock" a category to prevent it be used going forward?

  Answered Closed Dorothy H 175 views 4 comments 0 points Most recent by Dorothy H January 2022Registers & Transactions (Mac)
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  Auto loan monthly payments & final payoff vs Expenses Total for the year.

  Answered Closed N+13 142 views 5 comments 0 points Most recent by N+13 January 2022Reports (Windows)
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  How to post tax items from previous year?

  Answered Closed mmoran 225 views 3 comments 0 points Most recent by jacobs January 2022Registers & Transactions (Mac)
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  How to manage autofill for category drop down menu when making a transaction

  Answered Closed ronroberts 116 views 2 comments 1 point Most recent by ronroberts January 2022Registers & Transactions (Mac)
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  How can I re-categorize multiple transactions at same time in downloaded transactions

  Answered Closed chrispward 330 views 7 comments 0 points Most recent by Chris_QPW January 2022Registers & Transactions (Windows)
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  Are you not "allowed" to assign a transaction to a main category?

  Answered Closed karensc7 208 views 4 comments 0 points Most recent by ElayneR January 2022Budgeting and Planning Tools (Windows)
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  Incorrect Categorization of Schwab Downloads

  Question Closed decl 71 views 2 comments 0 points Most recent by decl January 2022Registers & Transactions (Mac)
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  Auto-categorization of downloaded transactions using the 'Memorized Payee List' and 'Memo' field

  Question Closed pkeegan 616 views 27 comments 0 points Most recent by Chris_QPW January 2022Download, Add/Update Accounts (Windows)
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  Downloaded transactions unable to be accepted individually.

  Question Closed Keddie 111 views 1 comment 0 points Most recent by Quicken Anja January 2022Registers & Transactions (Windows)
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  Re-categorize an asset?

  Answered Closed hyyqckn 103 views 3 comments 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Merged: Transaction categories missing after Charles Schwab and Quicken debacle

  RodKu 11 views 0 comments 0 points Most recent by RodKu January 2022Download, Add/Update Accounts (Windows)
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  Category groups not showing up in budget, only "Personal Expenses"

  Answered ✓ Closed KTubman 555 views 14 comments 0 points Most recent by Chris_QPW January 2022Budgeting and Planning Tools (Windows)
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  batch editing a category?

  Answered Closed Ted Coladarci 300 views 5 comments 0 points Most recent by Ted Coladarci January 2022Registers & Transactions (Mac)
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  Merging categories help

  Question Closed Jarhead_1899 202 views 0 comments 0 points Most recent by Jarhead_1899 January 2022Registers & Transactions (Windows)
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  Wrongly assigned transfer account category on download

  Answered Closed mike metz 42 views 2 comments 0 points Most recent by splasher January 2022Download, Add/Update Accounts (Windows)
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  Can I rename or merge a subcategory to the parent category, which is also a subcategory? (Q Mac)

  Answered ✓ Closed Dorothy H 276 views 5 comments 0 points Most recent by jacobs December 2021Registers & Transactions (Mac)
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  How do I get Quicken to stop autofilling the categories on my Schwab Bank downloads?

  Answered Closed Budholm 144 views 3 comments 0 points Most recent by Quicken Jasmine December 2021Download, Add/Update Accounts (Windows)
• 
  How would you categorize a rebate/credit?

  Answered Closed harry askenazi 207 views 4 comments 0 points Most recent by NotACPA December 2021Registers & Transactions (Windows)
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  Budgeting & Actual Cost Assignment To Non-Budgeted Categories - Prevention Possible?

  Answered ✓ Closed Chris Mead 282 views 5 comments 1 point Most recent by Chris Mead December 2021Budgeting and Planning Tools (Mac)
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  Saving category allocations in Check Pay

  Question Closed feistmann 41 views 1 comment 0 points Most recent by Quicken Anja December 2021Paying Bills, Online Billers & Reminders (Windows)
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  Catagory List; can't delete some entries that have been saved

  Answered Closed denmarfl 41 views 1 comment 0 points Most recent by markus1957 December 2021Registers & Transactions (Windows)
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  Schwab transactions mismatch to Quicken

  Question Closed Foxbat25 121 views 7 comments 0 points Most recent by rlbaker December 2021Download, Add/Update Accounts (Windows)
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  IRS Tax Schedule 1 item 17 Self-employed health insurance deduction

  Answered Closed clay 490 views 5 comments 1 point Most recent by CJRCPAMST December 2021Business and Rental Property Tools (Windows)
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  Automatic Categorization on downloads is not working

  Answered ✓ Closed JuanE 317 views 4 comments 0 points Most recent by JuanE December 2021Download, Add/Update Accounts (Windows)
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  Please Fix Downloaded Assignments - Renaming Rules, Category, Tags So they are Automatic??

  Question Closed BRETTB 205 views 5 comments 0 points Most recent by Chris_QPW December 2021Download, Add/Update Accounts (Windows)