How do I create a new category or subcategory?



  • About creating a new category
    • You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need.You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need.
    • If you plan to use your Quicken data when filing your income tax forms or when creating tax schedule or capital gains reports, set up tax-related categories so that Quicken can associate the correct data with the correct tax form.
    • Specialized investment categories, which begin with an underscore (such as _DivInc), appear in the Category List as soon as you add an investment account. 
  • About creating a new subcategory
    Subcategories add detail within a category. For example, you can create subcategories under the Recreation category to track your spending on specific activities. Your reports show the subcategory amounts as subtotals for their parent category.


    You can nest subcategories up to 16 levels deep. However, Tags may be a better solution. 

1. Choose Tools menu > Category List.

2. Click Add Category.

3. Enter a name for the new category.

4. Indicate whether the category is for tracking income or expenses.

5. To change the category to a subcategory, select Subcategory of and enter the name of the parent category.

6. Enter a description for the new category. (Optional)

7. Assign a category group to the new category. This field appears only if one or more category groups exist. (Optional)

Category Group - A group of categories used for budgeting purposes. For example, you can assign the categories Movies and Books to the category group Discretionary and assign a budget amount to track your discretionary expenses. In previous versions of Quicken, Category Groups were referred to as Supercategories.

8. If the category is for tracking tax-related transactions, click the Tax Reporting tab and then select the Tax-related check box.

9. Indicate if you want to use the Standard or Extended line item list.

10. In the Tax line item field, select the tax form and tax schedule line item you want to use. (Optional)

  • What if I don't see the tax line item I want?
    If you don't find your tax line item, or if you know the category is related to an uncommon tax form (for example, Form 8839:Qualified Adoption Expenses), click Extended List and look again. 
  • About creating business categories
    If the category is for tracking your business, assign a Schedule C tax line item to the category. This will put the category into the Business Income or Business Expense tab in the Category List and Category drop-down in the register, and include it in all applicable Business reports.
  • About creating rental property categories
    If the category is for tracking your rental property, assign a Schedule E tax line item to the category. This will put the category into the Rental Income or Rental Expense tab on the Category List and Category drop-down in the register, and include it in all applicable Rental Property reports. 

11. Click Add.

Note
Category names must be less than 40 characters long.

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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.