Categories

Discussion List

• 
  Different category rule for same payee if from different account?

  Answered Closed Kash 87 views 6 comments 0 points Most recent by Chris_QPW March 2024Download, Add/Update Accounts (Windows)
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  Employee-paid payroll taxes are also being included in P&L as part of employer-paid wage expense

  Answered Closed mark320 1.1K views 3 comments 0 points Most recent by Quicken Kristina March 2024Business and Rental Property Tools (Windows)
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  Category (not hidden) doesn't show when trying to assign to a transaction

  Closed rolian 13 views 1 comment 0 points Most recent by jacobs March 2024Errors and Troubleshooting (Mac)
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  Itemized Tag Report has Category sort option, but doesn't show Category in report

  Closed suepfister 56 views 6 comments 0 points Most recent by [Deleted User] March 2024Reports (Windows)
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  My custom categories, renaming rules, and Quick Fill rules have all disappeared

  Answered ✓ Closed JohnnyBill 293 views 1 comment 0 points Most recent by jacobs March 2024Errors and Troubleshooting (Mac)
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  Best Practice - Category for Financial Fraud Protection

  Answered Closed Steve_Calif 118 views 4 comments 0 points Most recent by Steve_Calif February 2024New to Quicken/Getting Started (Mac)
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  When Importing a QFX file (apparently) random categories are not imported.

  Closed DoctorBrown 71 views 0 comments 0 points Most recent by DoctorBrown February 2024Registers & Transactions (Windows)
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  How do I change Category Groups - Farm business expenses?

  Answered Closed Ranchkid 24 318 views 13 comments 0 points Most recent by Jim_Harman February 2024Business and Rental Property Tools (Windows)
• 
  New investment accounts

  Answered Closed ghodge 48 views 3 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  How are you categorizing home office expenses like utilities?

  Answered Closed A Pensive Panda 227 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
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  Renaming Rule based on Account and Payee Conditions

  Closed QU422Years 77 views 1 comment 0 points Most recent by Chris_QPW February 2024Registers & Transactions (Mac)
• 
  Cashing a personal check for a family member

  Answered Closed ivbec 47 views 2 comments 0 points Most recent by q_lurker February 2024Registers & Transactions (Windows)
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  Can I copy my Category list from my old Qdata file to my new, manually generated Qdata file?

  Answered ✓ Closed MR1020 196 views 4 comments 0 points Most recent by MR1020 February 2024File Conversion and Backup (Windows)
• 
  Almost every transaction is uncategorized.

  Closed ej77kim 184 views 5 comments 0 points Most recent by ej77kim February 2024Errors and Troubleshooting (Mac)
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  Customizing reports adds unwanted categories

  Closed crownpointdude 175 views 4 comments 0 points Most recent by bj58 February 2024Reports (Windows)
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  How can I include a register transaction but exclude it from the running balance?

  Answered ✓ Norman Drews 61 views 4 comments 0 points Most recent by Norman Drews February 2024Registers & Transactions (Windows)
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  Can I get Quicken to recognize my 401(k) Brokeragelink account as a retirement account?

  Answered ✓ majorgear 218 views 3 comments 0 points Most recent by majorgear February 2024Investing (Mac)
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  How do you remove rental properties and business from category list

  Answered ✓ Closed Elaine2 155 views 3 comments 0 points Most recent by Elaine2 February 2024Business and Rental Property Tools (Windows)
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  Cash Flow and reports by Category using the Category description instead of Cat Name

  Answered ✓ Closed K Hibbs 76 views 3 comments 0 points Most recent by Bob_L February 2024Reports (Windows)
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  Help with credit transaction on credit card affecting bank statement

  Answered Closed Bizowner 88 views 7 comments 0 points Most recent by Bizowner February 2024Registers & Transactions (Windows)
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  Investment report and Categories

  Closed BRETTB 183 views 5 comments 0 points Most recent by [Deleted User] February 2024Investing (Windows)
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  Transfer from Checking Account Type to Credit Account Type Not "Sticking"

  Closed JoelC 75 views 4 comments 0 points Most recent by JoelC February 2024All Things Canadian (Windows)
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  "Other" Category Missing From Reports

  Closed ISUMaddog 78 views 4 comments 0 points Most recent by ISUMaddog February 2024Reports (Windows)
• 
  Categorize only my portion of an expense

  Answered ✓ Closed FredMaine 547 views 16 comments 0 points Most recent by FredMaine February 2024Registers & Transactions (Windows)
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  How do I categorize a transfer between bank accounts as allowance for our son?

  Closed BethE 110 views 5 comments 0 points Most recent by Ps56k2 February 2024Registers & Transactions (Windows)
• 
  Create a Transfer Box (Between account) above the Category Box

  Closed mtakwax 110 views 6 comments 1 point Most recent by Chris_QPW February 2024Registers & Transactions (Windows)