For example, 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. You can create, edit, or delete a group of categories used for budgeting purposes. You can organize categories into category groups that you can use in budgets and in budget, cash flow, and summary reports. Editing, changing, or deleting a category or subcategoryĬategory groups give you a simplified picture of your finances when you create reports. When your life circumstances change (for example, if you become a parent), it is usually more efficient to add all the categories from the appropriate list. Specialized investment categories, which begin with an underscore (such as _DivInc), appear in the Category List as soon as you add an investment account.ĭepending on how you answered questions during setup, Quicken may have included category lists organized around lifestyle factors such as marriage, owning a business, and so on.Your reports show the subcategory amounts as subtotals for their parent category.
For example, you can create subcategories under the Recreation category to track how much you spend on specific activities.
You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need.Select if this is going to be an Income or Expense type, or if it will be a Subcategory of a broader parent category.Type in a Category Name and Description.Choose New Category, which is located at the upper right of the Category List window.From the Quicken Tools menu, choose Category List.
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