{"id":2108,"date":"2016-06-02T00:00:00","date_gmt":"2016-06-02T00:00:00","guid":{"rendered":"https:\/\/qa.simplifimoney.com\/blog\/how-categorize-your-transactions\/"},"modified":"2022-08-04T11:41:49","modified_gmt":"2022-08-04T11:41:49","slug":"how-categorize-your-transactions","status":"publish","type":"post","link":"https:\/\/www.quicken.com\/blog\/how-categorize-your-transactions\/","title":{"rendered":"How to Categorize Your Transactions"},"content":{"rendered":"<p><\/p>\n<p>\u00a0<\/p>\n<p>Categorizing your transactions lets you see where you\u2019re spending your money. The good news is that Quicken does most of this work automatically for you!<\/p>\n<p>Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store and it automatically assigns the category\u00a0<strong>Food &amp; Dining:Groceries<\/strong>\u00a0to the transaction.<\/p>\n<p>In most cases, Quicken can accurately guess the category. In some cases, however, it won\u2019t recognize the transaction the first time it sees it &#8212; for example, your rent check. Quicken also might assign a category to a transaction that you don\u2019t want &#8212; for example, during that trip to Kroger you may have bought pet food, which you want to track under the category\u00a0<strong>Pets:Pet Food &amp; Supplies<\/strong>\u00a0instead of\u00a0<strong>Food &amp; Dining:Groceries.<\/strong>\u00a0Naturally, you\u2019ll want to assign the correct categories to your transactions. Here\u2019s how:<\/p>\n<p><strong>Use the Spending tab to categorize transactions<\/strong><\/p>\n<p>The steps below use the Spending tab to assign a category to a transaction. The process is identical if you use a Quicken account register. However, a key advantage of using the Spending tab is that it alerts you if you have any uncategorized transactions. Nice!<\/p>\n<p>1.\tClick the\u00a0<strong>Spending<\/strong>\u00a0tab. The Spending tab shows\u00a0you the transactions from\u00a0your spending accounts.\u00a0It also has a cool pie chart\u00a0that shows you where\u00a0your money is going.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Spending-tab_4.png\" width=\"365\" height=\"103\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>2.\t<strong>Click the transaction<\/strong>\u00a0that you want to change the category for.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Pie-chart_4.png\" width=\"600\" height=\"390\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>3.\t<strong>Click the\u00a0<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Arrow-down-icon_4.png\" width=\"24\" height=\"24\" alt=\"\" \/>\u00a0button<\/strong>\u00a0next to the category you want to change.<\/p>\n<p>4.\t<strong>Click the category you want<\/strong>\u00a0from the list.\u00a0If you don\u2019t see it at first,\u00a0just start typing its name and Quicken will find it.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/All-categories-list_4.png\" width=\"600\" height=\"472\" alt=\"\" \/><\/p>\n<p>If the category you want isn\u2019t in the list, click the\u00a0<strong>Add Category<\/strong>\u00a0button.<\/p>\n<p>\u00a0<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 Categorizing your transactions lets you see where you\u2019re spending your money. The good news is that Quicken does most of this work automatically for you! Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your&#8230;<\/p>\n","protected":false},"author":17,"featured_media":2109,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"","_seopress_titles_title":"How to Categorize Your Transactions | Quicken","_seopress_titles_desc":"\u00a0 Categorizing your transactions lets you see where you\u2019re spending your money. The good news is that Quicken does most of this work automatically for you!","_seopress_robots_index":"","inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2108","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Spending-tab_4.png","_links":{"self":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2108","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/comments?post=2108"}],"version-history":[{"count":1,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2108\/revisions"}],"predecessor-version":[{"id":2113,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2108\/revisions\/2113"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media\/2109"}],"wp:attachment":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media?parent=2108"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/categories?post=2108"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/tags?post=2108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}