Assigning Categories or Tags in Quicken for Mac


When you enter transactions by hand, you can assign categories or tags as you enter the other details about the transaction.

When you download transactions, Quicken assigns categories to the transactions whose payees it recognizes. Still, there might be a few transactions whose payee Quicken won't recognize. You can use the Spending View to quickly identify those transactions and assign categories or tags to them.

Review your new transactions

To review and assign categories for your latest transactions.

  1. Select the Account (or group of accounts) you'd like to work wih from the sidebar.
  2. Click the Transactions view if it's not already selected. You should now see a list of your transactions.
  3. From the Status Filter select Last Downloaded.
  4. This will filter your account register to display only transactions that were added during the last download.
  5. Assign categories or tags to the transactions.
    • Tell me more
      Double-click the transactions to edit then just type the desired category into the category or tag field. If you need to add a new category, subcategory or tag, you can just type it here.


      As you assign categories, Quicken removes the categorized transactios from the list.

Review Transactions in the Spending or Income Views

To review and assign categories in the Spending or Income View.

  1. Select the Account (or group of accounts) you'd like to work wih from the sidebar.
  2. If you have any uncategorized transactions, this will be called out to the left of the pie chart. Click this link or just click on the Uncategorized item on the pie chart or legend alert appears at the bottom of the summary on the left. Click the alert.
  3. Assign categories or tags to the transactions.

    • Tell me more
      Double-click the transactions to edit then just type the desired category into the category or tag field. If you need to add a new category, subcategory or tag, you can just type it here.


      As you assign categories, Quicken removes the categorized transactios from the list.

 

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