Categories

Discussion List

• 
  Auto Categorization of Specific Transactions from Single Payee

  Mike Moser 21 views 2 comments 0 points Most recent by UKR March 2021Registers & Transactions (Windows)
• 
  Unbudgeted / Everything Else Category?

  Answered ✓ Closed chrisserger 244 views 2 comments 0 points Most recent by chrisserger March 2021Budgeting and Planning Tools (Mac)
• 
  How do I download an editable list of Quicken categories? Want to use an earlier list

  Answered ✓ Closed Bob@2 412 views 3 comments 0 points Most recent by Rocket J Squirrel March 2021Installing and Updating (Windows)
• 
  How do I remove Register Columns from Memorized Payee List when accessing it from the Tools?

  Answered ✓ Closed DavidSRubin1 83 views 2 comments 0 points Most recent by DavidSRubin1 March 2021New to Quicken/Getting Started (Windows)
• 
  Automatic recategorizing

  Answered Closed Arthur G. 41 views 4 comments 0 points Most recent by John_in_NC March 2021Registers & Transactions (Mac)
• 
  can I convert a subcategory to a category? Category fld only displays 2nd part of subcat name (Q Mac

  Answered ✓ Closed Ross41 41 views 2 comments 0 points Most recent by Ross41 March 2021New to Quicken/Getting Started (Mac)
• 
  How can I add an Expense Category and a Transfer Category to my PayPal account in Quicken

  Closed djadamson0104 62 views 2 comments 0 points Most recent by djadamson0104 March 2021Registers & Transactions (Windows)
• 
  Transfer accounts dropping from memorized payees

  Closed frank8 231 views 9 comments 0 points Most recent by QuickUser828 February 2021Registers & Transactions (Windows)
• 
  categories

  Answered Closed Pro am 21 views 4 comments 0 points Most recent by jacobs February 2021Errors and Troubleshooting (Mac)
• 
  How do I categorize Third Party Funding fees? and which Item do I attribute it to?

  Answered ✓ Closed mcastro 31 views 1 comment 0 points Most recent by Quicken Francisco February 2021New to Quicken/Getting Started (Windows)
• 
  Category field showing Accounts instead of Categories

  Answered ✓ CptKirk 112 views 1 comment 0 points Most recent by Sherlock February 2021Registers & Transactions (Windows)
• 
  What is recommended in linking accounts such as bank and paypal

  Answered Closed JHK 31 views 4 comments 0 points Most recent by JHK February 2021Download, Add/Update Accounts (Windows)
• 
  Placing a cash amount into personal checking from cash account

  Answered Closed Mommy 112 views 8 comments 0 points Most recent by Mommy February 2021Registers & Transactions (Windows)
• 
  Categories not selected show in Planning View

  Answered ✓ Closed pklocke 82 views 9 comments 0 points Most recent by Sherlock February 2021Budgeting and Planning Tools (Windows)
• 
  Creating and tracking Owner Draw

  Answered ✓ Closed Karen Lefkowitz 1.9K views 2 comments 1 point Most recent by NotACPA February 2021Business and Rental Property Tools (Windows)
• 
  How to create a custom Quickfill Rule?

  Answered Closed Dave461 427 views 7 comments 1 point Most recent by jacobs February 2021Download, Add/Update Accounts (Mac)
• 
  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 61 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
• 
  Certain categories/transactions are not showing up in online Spending by Category or Payee Reports

  Answered ✓ Closed scottlees 469 views 3 comments 0 points Most recent by Quicken Francisco February 2021Errors and Troubleshooting (Quicken on the Web)
• 
  Download transaction issues after R30.21 applied - still removing categories

  Answered ✓ Closed Peter Beynon 482 views 28 comments 0 points Most recent by Quicken_Tyka February 2021Download, Add/Update Accounts (Windows)
• 
  How to hide used categories that you don't want to use anymore but also don't want delete (Q Mac)

  Answered Closed jeremysard 1.3K views 5 comments 0 points Most recent by jacobs February 2021Registers & Transactions (Mac)
• 
  Category List Issue - after USAA changes

  Answered ✓ Closed norvanl62 131 views 3 comments 0 points Most recent by Steve511 February 2021Errors and Troubleshooting (Windows)
• 
  How do I enter in a rental late fee?

  Answered Closed omega4e 176 views 2 comments 0 points Most recent by Doug C February 2021Business and Rental Property Tools (Windows)