Add a new category from Quicken's preset lists


When your circumstances change (for example, if you become a parent), Quicken makes it easy to add appropriate categories from its preset category lists.

  1. Choose Tools menu > Category List.
  2. At bottom left of the window, click Options > Manage Categories.
  3. In the Available Categories drop-down list, select the specific list that you want to add a category from (for example, Standard, or Investment).
  4. Within the list, click the category you want to add.
  5. Click Add.
  6. Repeat steps 3 through 5 as needed.
  7. When you've added all the categories you want, click OK.

Note

Categories you select are moved to the Categories to Add list. If you select a subcategory, Quicken moves its parent category as well. If you change your mind, select the categories that you don't want from the Categories to Add list and click Remove.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.