Categories

Discussion List

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  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 405 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 236 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 3.2K views 51 comments 32 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 172 views 8 comments 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Windows)
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  re: ticket number 11437045 transfer column and category column malfunction

  Closed scottsp 204 views 11 comments 1 point Most recent by scottsp December 2024Registers & Transactions (Mac)
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  Auditing

  Reviewed Paul Del 119 views 3 comments 1 point Most recent by volvogirl December 2024Product Enhancements
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  Custom categories missing from transactions

  Closed EdQuig 167 views 6 comments 0 points Most recent by EdQuig December 2024Registers & Transactions (Mac)
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  Categorizing escrow refund?

  Answered ✓ docfiddle52 130 views 3 comments 0 points Most recent by UKR December 2024Registers & Transactions (Windows)
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  I need to edit the Recently Used Category list for a specific account

  Answered Closed David@Houston 214 views 7 comments 0 points Most recent by David@Houston November 2024Registers & Transactions (Windows)
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  Remembering Categories from Previous Month

  Closed bseligson 189 views 5 comments 1 point Most recent by jacobs November 2024Registers & Transactions (Mac)
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  Tax Schedule report does not pick up interest income from all categories classifed as Schedule b

  Closed Dennis Nelson 253 views 6 comments 0 points Most recent by Jim_Harman November 2024Reports (Windows)
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  Support for sub-subcategories rollup/drilldown in Spending

  Reviewed Gerard_biking 109 views 2 comments 1 point Most recent by Gerard_biking November 2024Product Enhancements
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  sub-subcategories don't collapse in Spending view?

  Answered ✓ Closed Gerard_biking 146 views 4 comments 0 points Most recent by Gerard_biking November 2024Errors and Troubleshooting (Windows)
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  Credit card payments show as “Personal Income”

  Answered Closed Jillartstudio 420 views 12 comments 0 points Most recent by jacobs November 2024Download, Add/Update Accounts (Mac)
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  Create-and-Apply Rule

  Closed jeff-y 221 views 5 comments 1 point Most recent by jacobs November 2024Registers & Transactions (Mac)
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  Best way to categorize pre-tax health insurance premiums?

  Answered Closed harry askenazi 177 views 1 comment 0 points Most recent by Jim_Harman November 2024Registers & Transactions (Windows)
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  Categories being memorized?

  Closed Jillartstudio 135 views 3 comments 0 points Most recent by jacobs November 2024Download, Add/Update Accounts (Mac)
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  Budget category doesn't show, amount still appears

  Answered Closed BikerL 198 views 4 comments 0 points Most recent by Quicken Kristina November 2024Budgeting and Planning Tools (Windows)
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  Separate Expense Categories vs Accounts (Transfers)

  Reviewed justmakeitwork 87 views 0 comments 1 point Started by justmakeitwork October 2024 Reports
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  Suggestions for a category

  Answered ✓ Closed dogsnbeaches 273 views 6 comments 0 points Most recent by RickO October 2024New to Quicken/Getting Started (Mac)
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  How do I print a list of my Categories? (Q Mac)

  Answered Closed robertleedy 416 views 4 comments 0 points Most recent by jacobs October 2024Reports (Mac)
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  Profit and Loss Report not working with IRS Schedule F

  Closed rmerrick 282 views 3 comments 2 points Most recent by Quicken Kristina September 2024Reports (Windows)
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  Quicken doesn't recognize corrections to Category when recording transactions

  Closed Gene K in PA 112 views 1 comment 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Windows)
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  Missing transactions when Importing from QIF file.

  Answered Closed DoctorBrown 189 views 3 comments 1 point Most recent by NotACPA September 2024File Conversion and Backup (Windows)
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  I am having some issues with my Account Register, data management and reconciliation

  Closed Carroll Heyward 131 views 1 comment 0 points Most recent by Quicken Kristina September 2024Registers & Transactions (Mac)
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  I can't Edit a Investment Category that is already assigned a Tax Line Item

  Closed crwalejr 155 views 2 comments 0 points Most recent by q_lurker September 2024Investing (Windows)
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  Credit Card Downloads allow auto categorization on MAC Desktop

  Reviewed MACMONEY 88 views 1 comment 1 point Most recent by Quicken Kristina September 2024Manage Accounts and Transactions
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  Quicken access to pull down lists slow

  Closed steve87@ 126 views 2 comments 0 points Most recent by steve87@ September 2024Errors and Troubleshooting (Windows)
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  Add HSA Contribution/Distribution Tax Categories [Edited]

  Reviewed gregcpa 127 views 1 comment 3 points Most recent by Quicken Kristina August 2024Product Enhancements
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  Uncategorized Transactions

  Closed easy_goer 103 views 2 comments 0 points Most recent by mshiggins August 2024Registers & Transactions (Windows)