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.


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.

Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community