Editing Categories or Tags in Quicken for Mac



Which do you want to do?

Edit a Category or Subcategory

To edit a Category or Subcategory

  1. Choose Window > Categories.
  2. Select the category you want to edit (or just double-click the category).
  3. Click the Edit button (pencil icon) at the bottom of the window.
  4. Make any chanes you want to the displayed information.
  5. Click Save.

Edit a Tag

To edit a tag

  1. Choose Window > Tags
  2. Select the tag you want to edit (or just double-click the tag).
  3. Click the Edit button (pencil icon) at the bottom of the window.
  4. Make any changes you want to the displayed information.
  5. Click Save.

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