How do I work with category groups?


Category groups organize your categories. For example, all of the categories related to your spending are grouped together in a category group called Personal Expenses. And all of the categories related to your income are grouped together in the Personal Income category group.

Category groups are completely customizable. Whether you choose to create your own or use the default category groups, they can greatly simplify the presentation of your Quicken budgets and reports, and make finding and choosing categories in the register much easier.

Add a category group

    1. Choose Tools menu > Category List.
    2. Click Options > Assign category groups.
    3. Click Add/Rename Custom Groups.
    4. Click New.
    5. Enter a name for the category group.
    6. Click OK.

Rename a category group

    1. Choose Tools menu > Category List.
    2. Click Options > Assign category groups.
    3. Click Add/Rename Custom Groups.
    4. Select the category group you want to rename.
    5. Click Rename.
    6. Enter the new name.
    7. Click OK to close the Rename Category Group window.
    8. Click Done to close the Custom Category Groups window.

Delete a category group

    1. Choose Tools menu > Category List.
    2. Click Options > Assign category groups.
    3. Click Add/Rename Custom Groups.
    4. Select the category group you want to delete.
    5. Click Delete.
    6. Click Done to close the Custom Category Groups window. 

Assign categories to a category group

    1. Choose Tools menu > Category List.
    2. Click Options > Assign category groups.
    3. Select a Category from the list on the left.
    4. Select a Category Group from the list on the right.
    5. Click Add to assign the selected category to the selected category group.

Remove the category group assigned to a category

    1. Choose Tools menu > Category List.
    2. Click Options > Assign category groups.
    3. Select the category from the list on the left.
    4. Click Remove to remove the selected category from the selected category group. 

Include category groups in reports
You can include category groups only in summary, comparison, or budget reports.

    1. Choose Reports menu > Reports & Graphs Center.
    2. Select a summary, comparison, or budget report from the list of topics, such as Banking > Banking Summary, or Spending > Historical Budget.
    3. Click Customize.
    4. Click the Display tab.
    5. In the Organization list, select Category Group.
    6. Click the Category Groups tab.
    7. Select the check box next to each category group you want to include in the report.
    8. Click Show Report.


Notes

  • How would I really use category groups?
    Suppose you want to budget $100 a month for the categories Movies and Books, but you don't care how that $100 is split between the two. Instead of budgeting a specific amount for each category, you can assign the categories Movies and Books to the category group Discretionary, and budget $100 a month for Discretionary expenses.
  • Is there another way to do this?
    If you're considering using category groups, you may want to use tags instead. Tags provide the functionality of category groups but with more flexibility. Category groups are included for compatibility with earlier versions of Quicken.

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