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:
- Simply type the new category name in the category field. That's it.
- The category will be created when you save the transaction.
- To add a subcategory to an existing category:
- 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.
- The category will be created when you save the transaction.
- 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.
Add from the Category List:
- To add a new, top-level category from the Category List:
- Choose Window > Categories.
- Click the Add button (shown with a + sign) at the bottom of the category list and choose New Category.
- Enter information for the category in the sheet that pops up.
- Select Tax-related, if appropriate. Click Save.
- Choose Window > Categories.
- To add a new sub-category from the Category List:
- Choose Window > Categories.
- Click to select the category to which you want to add the sub-category.
- Click the Add button (shown with a + sign) at the bottom of the category list and choose New Subcategory.
- Enter information for the subcategory in the sheet that pops up.
- Select Tax-related, if appropriate. Click Save.
- Choose Window > Categories.
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:
- Simply type the new Tag name in the Tag field. That's it.
- 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:
- Choose Window > Tags.
- Click the Add button (shown with a + sign) at the bottom of the tag list.
- Enter information for the Tag in the sheet that pops up.
- 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.