Categories

Discussion List

• 
  Interest not associated with an account

  Answered ✓ Closed TomS 71 views 5 comments 0 points Most recent by TomS January 2025Registers & Transactions (Windows)
• 
  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 92 views 7 comments 0 points Most recent by 19randyowen59 January 2025Investing (Windows)
• 
  How to do reporting based on tags with multiple tags

  Answered Closed dsmb2025 263 views 3 comments 0 points Most recent by dsmb2025 January 2025Reports (Windows)
• 
  categorising expenses that also need to be added to depreciable assets

  Answered Closed Dr_B 95 views 4 comments 0 points Most recent by jacobs January 2025Registers & Transactions (Mac)
• 
  Ideas for budgeting and accounts

  Closed Richard K 82 views 2 comments 0 points Most recent by UKR January 2025Budgeting and Planning Tools (Windows)
• 
  Can you hide parent categories (ie: not show the full path)

  Answered ✓ Closed ForzaBlue 162 views 7 comments 0 points Most recent by Quicken Anja January 2025Reports (Windows)
• 
  2

  Up
  Ability to hide parent categories

  Reviewed ForzaBlue 41 views 0 comments 2 points Started by ForzaBlue January 2025 Manage Accounts and Transactions
• 
  Reclassify expenses using single entry

  Answered Closed Frankvet 186 views 6 comments 0 points Most recent by Quicken Jasmine January 2025Registers & Transactions (Mac)
• 
  Business Investment Account: _IntInc Missing from Profit and Loss Report

  Answered ✓ Closed Homestar 88 views 2 comments 0 points Most recent by Homestar January 2025Reports (Windows)
• 
  Why are my new categories not appearing in reports?

  Answered Closed a1feldman 223 views 4 comments 0 points Most recent by a1feldman January 2025Reports (Windows)
• 
  Spending Pie Chart cannot select parent category and see individual transactions

  Closed Tom1087 62 views 1 comment 0 points Most recent by Quicken Kristina January 2025Reports (Mac)
• 
  Sub category not included in summary total

  Closed jtgostars 203 views 6 comments 0 points Most recent by jtgostars January 2025Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Need a Category recording like a check register (Q Mac)

  Reviewed Esdickson2001 23 views 1 comment 1 point Most recent by jacobs January 2025Budget and Planning Tools
• 
  1

  Up
  Easier grouping of budget lines

  Reviewed BruceStorey 22 views 0 comments 1 point Started by BruceStorey January 2025 Budget and Planning Tools
• 
  Can't get rid of ACCT_1379a [solved]

  Closed Rocket J Squirrel 91 views 2 comments 0 points Most recent by UKR January 2025Errors and Troubleshooting (Windows)
• 
  6

  Up
  Multiple suggestions: streamline data entry, adjust categories, collapse empty fields, etc. [Edited]

  Reviewed pnweeks 145 views 1 comment 6 points Most recent by Quicken Kirby January 2025Ideas for Quicken LifeHub
• 
  Customize saved report issue? ugh!

  Answered ✓ Closed stoll 115 views 3 comments 0 points Most recent by Boatnmaniac January 2025Reports (Windows)
• 
  Suppressing Quicken Classic's Built-in Categories

  Answered Closed WmGHamm 134 views 4 comments 0 points Most recent by Quicken Anja December 2024Registers & Transactions (Windows)
• 
  1

  Up
  Add TAG filtering to Dashboard cards

  Reviewed jfishsun 61 views 1 comment 1 point Most recent by jacobs December 2024Product Enhancements
• 
  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 590 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  Why are some categories 'checked' on all reports; can be 'unchecked' & saved; but return?

  Answered Closed kayak 256 views 8 comments 0 points Most recent by kayak December 2024Reports (Windows)
• 
  Category dropdown sometimes defaults to All, and sometimes to Recently Used?

  Answered Closed DebOR 175 views 8 comments 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Windows)
• 
  re: ticket number 11437045 transfer column and category column malfunction

  Closed scottsp 222 views 11 comments 1 point Most recent by scottsp December 2024Registers & Transactions (Mac)
• 
  1

  Up
  Auditing

  Reviewed Paul Del 147 views 3 comments 1 point Most recent by volvogirl December 2024Product Enhancements
• 
  Custom categories missing from transactions

  Closed EdQuig 196 views 6 comments 0 points Most recent by EdQuig December 2024Registers & Transactions (Mac)
• 
  Categorizing escrow refund?

  Answered ✓ docfiddle52 133 views 3 comments 0 points Most recent by UKR December 2024Registers & Transactions (Windows)
• 
  I need to edit the Recently Used Category list for a specific account

  Answered Closed David@Houston 232 views 7 comments 0 points Most recent by David@Houston November 2024Registers & Transactions (Windows)
• 
  Remembering Categories from Previous Month

  Closed bseligson 186 views 5 comments 1 point Most recent by jacobs November 2024Registers & Transactions (Mac)