Tabs help you track where your money is going and manage it in an organized fashion it so you can easily see it at-a-glance. You can edit categories you've created, and you can also edit Quicken's built-in categories. Now you can edit the information and click OK.
When you edit a category, you'll see the same box that we saw when we added the category. Select the category that you want to edit or delete, then right click on it.Ĭhoose either Edit or Delete from the context menu: Pull up the Category List window again (as pictured in the next snapshot). We will simply put a check in the "Subcategory of" box, and specify the category.Įditing and deleting categories is easy.
Just remember that a subcategory appears below its parent category. To add a new subcategory, we're going to follow the same steps as we used to create a new category. Subcategories just give you a way to further break down categories.įor example, if Car Wash is a category, maybe a subcategory will be Husband's car and another Wife's car. You'll do just as well only using categories - and not subcategories - if you want. They are simply categories within categories. Subcategories aren't anything you have to bother yourself with if you don't want to. We've chosen to add Alimony as a category.Īs you can see in the snapshot, our new category now appears in the list. Next, you can add a description if you want. We'll talk about sub categories in just a minute. Is it income, an expense, or will this be a subcategory? We've chosen Income since this is for the Personal Income group of categories. This is the name that will appear in your category list. To create a new category, the first thing you'll need to do is add a name. To add a new category to Quicken, you'll use the Category List window.Ĭlick the Add Category button in the upper right hand corner. Select the category that you want to add from the column on the left hand side, then click Add to add it to the Categories to Add column. Select Manage Categories from the dropdown list. If you want to add another Quicken built-in category to the category list, click the Options button at the bottom of the window (as shown below). You can also add other Quicken built-in categories to the list that you see. You can do the same with personal income, transfers, etc. This will help you to track your various sources of expense. Each time you'd enter a transaction, you would assign it one of these categories (or one that you create). It includes auto insurance, car washes, home phone, Internet, etc. This will help you get a better idea of how you can use categories.Īs you can see, it lists the different types of personal income you can categorize. Let's click on Personal Expenses and view the categories for it. In the shaded area on the left side of the above window, you can see the different types of categories arranged in groups. To view the built-in categories, go to Tools>Category List.
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We'll teach you how to add your own later, but for now let's take a look at the ones provided by Quicken. Reviewing the Built-in CategoriesĪlthough you can easily create your own categories in Quicken, the program also provides some categories to you for you to use. Categories help you know where your money is coming from and exactly where it's going. However, a category can also be something you spend money on (an expenditure) such as clothes, or it can be the name of an account that you're transferring money into (Savings). If it was the salary of your spouse, the category might be Spouse Category.
Salary would be the category in that case. For example, you might have a deposit into your checking account from your paycheck. The account list is shown below.Ĭategories in Quicken help you to track the source of a deposit into or a withdrawal from an account. You can view a list of your accounts by going to either Tools>Account Lists. In addition to viewing your accounts in the Account Bar, you can also view a list of all them. If you want the Account Bar to appear on the right instead of the left side of the screen, go to View>Account Bar, and select an option. You will then see all transactions for that account. To view an account listed in the account bar, simply click on the account name. It is located on the left side of the Quicken screen. Whenever you create an account in Quicken, it will appear in the Account Bar and the Account List. It might be a checking or savings account however, it could also be your investments or cash flow. In Quicken, an account refers to anything that you want to keep track of. How to Use Quicken Accounts, Categories, and Tab s Understanding Accounts in Quicken
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