Categories Show Up Under the Incorrect Category Group When Creating a Budget Report

The categories will appear under the category group that is currently selected and will show as such on a budget report. To make changes to the category group:

  1. From the Quicken Tools menu, choose Category List
  2. Click the Options drop-down arrow at the bottom, and then select Show Category Group.
  3. Review the categories in question to ensure that they are in the desired Group. If you need to change the Group:
    1. Click the category you want to change, and then click the Edit button.
    2. From the Group drop-down arrow list, you can select a different category group, edit an existing category group, or you can create a new category group.    
    3. Click OK to save your changes.
    4. Repeat the process for each category that needs to be changed.
  4. Recreate the budget report to see the new changes.

Search Support:

Search form

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