How do I create a new category or subcategory?
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)
11. Click Add.
Note
Category names must be less than 40 characters long.