Adding Categories and Tags in Quicken for Mac

Add a category or subcategory

You can add a new category or subcategory at any time.

While editing or entering a transaction:

• To add a new, top-level category:
  1. Simply type the new category name in the category field. That's it.
  2. The category will be created when you save the transaction.
• To add a subcategory to an existing category:
  1. Type the top-level category name, then type a colon (:) followed by a sub-category name. For example, assume you have an existing category called "Entertainment" and you'd like to add a subcategory called "Concerts". In the category field just type: Entertainment:Concerts. When you save the transaction the new sub-category will be created.
     
     2. The category will be created when you save the transaction.

Add from the Category List:

• To add a new, top-level category from the Category List:
  1. Choose Window > Categories.
  2. Click the Add button (shown with a + sign) at the bottom of the category list and choose New Category.
  3. Enter information for the category in the sheet that pops up.
  4. Select Tax-related, if appropriate. Click Save.
• To add a new sub-category from the Category List:
  1. Choose Window > Categories.
  2. Click to select the category to which you want to add the sub-category.
  3. Click the Add button (shown with a + sign) at the bottom of the category list and choose New Subcategory.
  4. Enter information for the subcategory in the sheet that pops up.
  5. Select Tax-related, if appropriate. Click Save.

Note: If you make a category Tax-Related, you can assign a specific Tax Line-Item to that category from the list that appears. These line items come from the latest Federal Tax code. Categories associated with the Tax Line-Item are used to populate the Tax Summary report. Multiple categories can use the same Tax Line-item.

Add a new Tag

While editing or entering a transaction:

1. Simply type the new Tag name in the Tag field. That's it.
2. The Tag will be created when you save the transaction.

Note that you can add multiple Tags to a transaction. Just type a comma (,) after the Tag name and type another tag.

Add from the Tag List:

1. Choose Window > Tags.
2. Click the Add button (shown with a + sign) at the bottom of the tag list.
3. Enter information for the Tag in the sheet that pops up.
4. Click Save.

Managing and organizing your Categories

From the Category List you can do a number of things.

• Drag and drop one category onto another category to make it a subcategory.
• Drag and drop a sub-category out of another category to make it a top-level subcategory.
• See unused categories.
• See which categories have Tax Line-Item assignments.