Categories

Discussion List

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  Category is not saving when payment is memorized

  Answered ✓ Closed Geoff Stuart 138 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 148 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 768 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 64 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 790 views 6 comments 2 points 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 136 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 36 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 32 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 116 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 944 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 1K 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 71 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 136 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 42 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 12 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 89 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 23 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 44 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 13 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 335 views 1 comment 0 points Most recent by jacobs May 2021Errors and Troubleshooting (Mac)
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  Best practices - what category for life insurance payout?

  Answered Closed Bennett S 621 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 800 views 3 comments 0 points Most recent by Just Lurking May 2021Download, Add/Update Accounts (Mac)
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  QuickFill rules don't work

  Answered ✓ Closed vxxxf 775 views 7 comments 0 points Most recent by jacobs May 2021Errors and Troubleshooting (Mac)
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  How can I differentiate multiple subcategories with the same name?

  Answered ✓ Closed Paul Kleeberg 35 views 2 comments 0 points Most recent by Paul Kleeberg May 2021Registers & Transactions (Mac)