Categories

Discussion List

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  How to use the Category List option mange groups?

  Closed Greg L 41 views 1 comment 0 points Most recent by Sherlock July 2021Registers & Transactions (Windows)
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  Category is not saving when payment is memorized

  Answered ✓ Closed Geoff Stuart 131 views 5 comments 0 points Most recent by UKR July 2021Paying Bills, Online Billers & Reminders (Windows)
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  Merged: I have repeatedly been seeing a warning message on the data log re: fix damaged category

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid July 2021Errors and Troubleshooting (Windows)
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  How to differentiate memorized payees for payments that are received from same payee?

  Answered ✓ Closed WesHull 131 views 3 comments 0 points Most recent by Boatnmaniac July 2021Paying Bills, Online Billers & Reminders (Windows)
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  Should Household goods fall under the Home category or Shopping category?

  Answered Closed Regla Rojas 562 views 2 comments 0 points Most recent by jacobs July 2021Budgeting and Planning Tools (Mac)
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  Beware: using "assign category" on multiple transactions will clear existing tags

  Closed Sid 61 views 3 comments 0 points Most recent by Quicken Sarah July 2021Errors and Troubleshooting (Windows)
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  Export Category List to Excel or CSV from Quicken for Mac

  Answered ✓ Closed ErinH 696 views 6 comments 1 point Most recent by ErinH July 2021Download, Add/Update Accounts (Mac)
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  How to assign a budget to a category group?

  Answered ✓ Closed PotatoPea 132 views 3 comments 0 points Most recent by KCab July 2021Budgeting and Planning Tools (Mac)
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  Investment Account Bought Shares Showing Up As Negative Interest Income in Planning Tab

  Answered Closed GarJen 24 views 1 comment 0 points Most recent by Mark1104 July 2021Budgeting and Planning Tools (Windows)
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  Why are downloaded credit card payments being categorized as transfers back to the (paying) acct

  Answered ptr 31 views 1 comment 0 points Most recent by Quicken Paloma July 2021Download, Add/Update Accounts (Windows)
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  Split transactions empty since the last 2 updates.

  Answered Closed Danielle Dallaire 111 views 11 comments 0 points Most recent by Quicken Francisco June 2021All Things Canadian (Windows)
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  Category Summary Report not showing all categories

  Answered ✓ Closed rosenh 828 views 7 comments 0 points Most recent by jacobs June 2021Reports (Mac)
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  Known Issue: How do I eliminate transaction category on a split transaction?

  badgeley.1 950 views 12 comments 0 points Most recent by Quicken Sarah June 2021Alerts, Online Banking & Known Product Issues
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  ACCOUNT-DEPENDENT RECATEGORIZATIONS

  Answered ✓ r3face 51 views 10 comments -1 point Most recent by r3face June 2021Download, Add/Update Accounts (Windows)
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  Updating to Quicken default categories

  Answered ✓ Closed CaptainMurray 131 views 3 comments 0 points Most recent by Sherlock June 2021File Conversion and Backup (Windows)
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  Advanced Budgeting - for just categories in one "Custom Group" (won't work!)

  Answered Closed JNewman 44 views 2 comments 0 points Most recent by JNewman June 2021Budgeting and Planning Tools (Windows)
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  The only sub-category under investments that will show up is ESPP Income.

  Answered Closed jgill96 11 views 1 comment 0 points Most recent by jacobs June 2021Errors and Troubleshooting (Mac)
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  Category field is missing in display

  Closed Randi 74 views 2 comments 0 points Most recent by Randi June 2021New to Quicken/Getting Started (Windows)
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  Why am I getting numbers as categories?

  Answered Closed Sylvie 52 views 4 comments 0 points Most recent by Sylvie June 2021Download, Add/Update Accounts (Mac)
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  distinguishing categories

  Answered Closed Eastwezt 21 views 1 comment 0 points Most recent by Chris_QPW June 2021Download, Add/Update Accounts (Windows)
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  Categories for closed accounts still appearing

  Answered philliesphan0880 41 views 1 comment 0 points Most recent by Chris_QPW June 2021Registers & Transactions (Windows)
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  How do I display the transactions categorized as "Separate"

  Answered ✓ chris.casula 11 views 2 comments 0 points Most recent by chris.casula May 2021Registers & Transactions (Windows)
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  How do you easily switching many items from uncategorized to a category?

  Answered ✓ Closed Abbyjen 283 views 1 comment 0 points Most recent by jacobs May 2021Errors and Troubleshooting (Mac)
• 
  Best practices - what category for life insurance payout?

  Answered Closed Bennett S 477 views 2 comments 1 point Most recent by jacobs May 2021Registers & Transactions (Mac)
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  Categorize auto insurance payout?

  Answered ✓ Closed Just Lurking 678 views 3 comments 0 points Most recent by Just Lurking May 2021Download, Add/Update Accounts (Mac)
• 
  QuickFill rules don't work

  Answered ✓ Closed vxxxf 666 views 7 comments 0 points Most recent by jacobs May 2021Errors and Troubleshooting (Mac)