How do I create or edit categories in Quicken 2007 for Mac?

Creating a category

  1. Choose Lists menu > Categories & Transfers > List.
  2. Click New.
  3. Enter a unique name for the category.
  4. Enter a description. (Optional)
  5. Select a category type.
  6. Select the Tax-related checkbox if you want to use this category to track tax-related income or expenses.
  7. Select the Assign tax link checkbox if you want to link this category to a tax form line item, then select the tax form line item from the list.
  8. Click Create.

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.