Quicken category groups

Quicken category groups. Unfortunately this means I have to continuously scroll through groups/categories I use very rarely to get to the group and categories I want to keep track of closely. Pretty dumb because (a) most everything is a "bill" and (b) "utilities" is better at top level and broken into electricity, gas, water, etc. Quicken Mac Subscription • Quicken user since 1993. Quicken Community. Including a category group means that transactions with that category group will be computed as part of the You can include category groups only in summary, comparison, or budget reports and graphs. I have every Account, every Category and every Payee selected in the customize dialog but find no way to select the Category Groups to use in the report. Quicken repaired ACCT_13821 account. How Quicken suggests categories for transactions you update from your financial institution. Then, select Customize button to display the customize window. 5K Quicken Classic for Mac; 945 Quicken Mobile; 727 Quicken on the Web; 20 The Community Meetup Newsletter I suspect what you call "parent categories" are what Quicken calls Category Groups. Keep in mind that whatever groups you create will be used elsewhere in Quicken to organize your categories. I want to use the same category for both expenses and income like on a standard P&L. I created a custom category group "IRA Distributions" to include all transfer out of my IRA accounts. Budget categories are listed and organized into category groups such as Personal Income, and Personal Expenses. This discussion has been closed. Once you have added the desired Custom Category Groups, you can move existing categories from their default Group to your new Group(s) or you can create new categories and assign them to the new Custom Indicate whether the category is for tracking income or expenses. When you run a report at the end of the year, if you want to know what you actually spent in each category — for informational tracking, or for setting your budget for next year — you'll be seeing the expenses with these adjustments made for your budget. In the past, I always used ONE category, and used a tag to identify business or personal. Unmatched payees If you cannot see the category on the Category List after toggling the "Show hidden categories" checkbox, I suggest that you backup your current Quicken Datafile and perform a "Validation & Repair" on the Datafile. I'm surprised, though, that all the other "Pacific Gas & Electricity" transactions downloaded didn't automatically get the Utilities:Electricity Found it and marked all category groups to ignore. If so, to show the correct category groups in the current budget report, you will need to: . In this view, Quicken is pulling in a drill-down breakdown of each security from their third-party data supplier (perhaps Morningstar?). Home › Quicken Classic for Windows › New to Quicken/Getting Started (Windows) You can't assign this category to this category group. 5K Quicken Classic for Mac; 951 Quicken Mobile; 736 Quicken on the Web; 21 The 40000s are one group, the 42000s another group, etc. The first step involves breaking down your regular expenses into budget categories to get a clear picture of your spending patterns I just did "Budget Actions" >"Create a Budget">"Let Quicken select my transaction categories" and the issue is the same. I go the my budget, select Manage Budget Categories, select "IRA Distributions" and the "FROM" transfers in the category, and press OK. About Quicken: R55. Finally, don't worry about something going wrong. You an add a new Category to Quicken and assign the Category to transactions at any time and for any date. How to Use Quicken Accounts, Categories, and Tab s Understanding Accounts in Quicken. If you have just Categories it works. Home. If you do not find the use of the custom category group functionality useful, I suggest you not use it. In the Quicken Standard Reports list on How do I work with category groups? Category groups organize your categories. Then select the category and right click on it to Edit it. If that report allows filter and display by Category Group, you will find those filters under: 1. That should result in an amortization schedule being created and and Reminders that you can elect to automatically show up in your checking Account as of the payment due date, with the correct split between interest and Unfortunately, you cannot add any new categories to Quicken on the Web. Reports>Banking>Cash Flow (and other standard reports) Gear icon Display, Organization doesn't have Category Group as an option. It’s a great way to keep you Quicken for Mac. We will love to know in detail what exactly you want, and we will build that feature. For those who have a simple yet effective category system, I'd love to see your structure. If your custom category groups have a mix of income and expense categories (something I recommend against) then Quicken doesn't know if this should be treated as income of expense. See pictures of my screens. I've used Quicken windows for 25 years and finding that the super category or category group does not exist in Mac is SUPER dissapointing. You can access the category groups form the Options button on the Category List or from the Manage Budget All Categories; 26 Announcements; 164 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 642 Welcome to the Community! 578 Before you Buy; 1. 15 and have an extensive Category list and I was looking for a way to export it to a CSV or Tab Delimited format so I could better review everything as I look to consolidate some of the categories The 40000s are one group, the 42000s another group, etc. Over the years I have added and deleted categories in the category list, including deleting some default Quicken categories. 9K Quicken Classic for Windows; 14. ), you'll need to change the category's tax line to "Schedule E:. Quicken will then move that category into the Rental Property Income or Expense group depending on the tax line you assign. (Optional) Assign a category group to the new category. Why not just use an expense category with a All Categories; 26 Announcements; 169 Alerts, Online Banking & Known Product Issues; 12 Product Alerts; 644 Welcome to the Community! 580 Before you Buy; 1. In your budget there isn't any "All Categories" and as such you are looking under a given group, and that group might not have all of your fee categories under it. , from "Expense" to "Personal Expense" One way to do this would be to set up Category Groups. Of course, you can always double click on any category income or expense number to drill down to see the transactions details behind the summary numbers but it does not provide a single report whereby you can see all of the All Categories; 25 Announcements; 172 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. if you care about that detail, which I do. Category groups are completely customizable. 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. File: "C:\Users\abzif\Documents\Live Files\Quicken\Ziffer 20221010" QDF: Validating your data. In Quicken, categories and subcategories are used to classify and group your transactions. This grouping is displayed in reports and graphs. 5K Quicken Classic for Mac; 945 Quicken Mobile; 728 Quicken on the Web; 20 The Community Meetup Newsletter In comparison, Quicken does a much better job at assigning categories. 15 and have an extensive Category list and I was looking for a way to export it to a CSV or Tab Delimited format so I could better review everything as I look to consolidate some of the categories 1) A blank Quicken file may not give you the comprehensive list of categories at first. 15. 3. Choose Reports menu > Reports & Graphs Center . I've created custom category groups and have them in my budget, however I can't seem to change the order in which they appear in the graph view of the budget. I took a snap shot of that paragraph To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C. Choose Reports menu > Reports & Graphs Center. Or at least that is how I took it, even though this part of the statement is confusing/wrong "I can right click on one transaction" She is on the category list. Click Customize. It appears that if I create a new group it is by default Strange things happen. You can include category groups only in summary, comparison, or budget reports and graphs. I have 100+ separate Categories - way too many to budget for individually. You'll be presented with a list of categories on the left and and empty list on the right. Try segregating income and expense categories/subcategories to their own category group. See the list in the column to the left of category names in the Category List - where a basic Quicken file starts with "Income" categories and "Expense" categories, and gains "Transfers" ("transfer categories") as soon as the first Finally, if you are using Quicken's standard categories or have renamed them (but unfortunately not if you have deleted and replaced them with your own categories), Quicken can do a pretty good job of renaming and assigning categories to new downloaded payees. ; In the Select Category Groups area, select the category groups you want to include. Depending on your version of Quicken, you may see several sections of Simply selecting category groups to be included in a report does not cause the reports to be organized by the category groupings. In your category list most likely you are looking under "All Categories". Edit categories and subcategories. I want to group categories together for fixed costs, Quicken, and similar applications. You can have multiple named budgets and each budget can cover multiple years. NavGirl Quicken Windows Subscription Member. No action required. —"If you have a set of categories you like in one Quicken file, you can use QIF export/import to add them to another Quicken file: Select File > File Export > QIF File. etc. 4K Quicken Classic for Mac; 939 Quicken Mobile; 721 Quicken on the Web; 19 The Community Meetup Newsletter Either way, please take a look at Tools / Category List. To delete categories, please navigate to Tools > Category list > Right-click the category you wish to delete > Click Delete. I failed to follow up on my last request and the action was closed. 2 (Build 704. (You might even be able to budget at the Category Group level but since I just don't use Quicken's budgeting process I'm not sure about that. But when you have both the totals are missing. To make ANY category a business expense, add a BUSINESS (usually Sched C) tax line to it. Restart Quicken and try creating the report again. Report Organization: Category Group Missing. Select a Category from the list on the left. If you look at the tabs on Quicken, you'll see what we mean. Categories are one of the things that are saved/sync'd with our Cloud Account (every Quicken user running Quicken 2016 or later has a Cloud Accountthe amount of personal data saved there is minimal unless you use Quicken Mobile and/or Quicken on the Web) and that can cause problems in our data file if/when the Cloud Account is out of sync with the data file or if the The question is if you can recategorize multiple categories at the same time. I spoke with support this morning and we were able to export my data and create an entire new file. A step I might try using the reports process would be a) Change the category to a newly created non-blank category. 5K Quicken Classic for Mac; 950 Quicken Mobile; 734 Quicken on the Web; 21 The Community Meetup Newsletter (Yes, I understand that the principal part of the payment is not an expense in the traditional sense, but I can otherwise assign that transfer to a customized category group, just not the Q category groups, which do not appear when assigning categories to groups because only the customized category groups appear in the drop down. The selected year is also shown at the top of the Budget page. 55. For the past month (since February 2024), my income categories and rollover are not calculating correctly. Make the A budget category is a Quicken income or expense category, transfer, savings goal, or loan payment that you track in your budget. See this for more information: I am running Quicken Home & Business 2020 version R28. All Categories; 25 Announcements; 180 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 649 Welcome to the Community! I use Quicken Classic Premier on Windows and sync to Quicken on the Web. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping The main difference between using a parent category for this and parent group is just where these groupings show up. Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription One more note: You can't merge a category or subcategory which is one of Quicken's small number of required categories — such as any of the subcategories of the Investments category. For clarification are you only seeing tax-related categories in the main category list or someplace else? To check the main category list select Window >Payees and Rules. For example, all of the categories related to your spending are grouped together in a category group called Personal Expenses. Select Manage Categories. The business expense category is named <company name> Schedule C with subcategories for each schedule c expense line. Getting back to the "Dividend Income" vs. Select a Category Group from the list on the right. (Optional) Inorder to simplify things I group some of my categories and subcategories under a new category group and try to set up a single budget limit to the category group. Custom groups must be explicitly assigned. Note, some of those category groups have transfer categories in them "TO/FROM [account-name]" Get resources and help from expert Quicken users and our Customer Care Team. When selecting Categories to include, make sure the main Food and Dining category and the subcategories are all selected. Simply speaking, I believe that transfers are for monies moved between my accounts and categories are for money spent or deposited to or from outside accounts? So how do I handle a monthly saving deposit going from my checking to savings account? For memorized categories, when I start to type Q2020 adds additional info to the category that I have to take time to delete. The Budget feature When you go to the Annual view you will find it is organized by category groups. I've tried selecting both "Show All Categories" and "Used Categories" from the drop down next to the search box in the Categories window. 1. e. according to Quicken Help there is a way to put a budget number on a group category without having to go into the individual categories. In the Categories window, select the category or subcategory. When customizing / selecting categories in a report using the "Early Access" format, the categories appeared per the below image. Accounting wise this is perfectly correct, and could even be done in Quicken, but having it as a true linked transfer means that Quicken can group income, expenses and transfers separately, and you can jump between the two sides of the transfer easily. On my budget reports, I go to "Customize report" and make sure all of the Category Groups are selected By moving categories from one category group to another, it's possible to create a category group that contains both income AND expense categories. I am running Quicken R38. Found it and marked all category groups to ignore. Ther budgeting page shows the categories sorted by groups. Click on the Tax Reporting Tab and check the box for Tax related and pick a For my consulting business, I reworked the business expense category group, as shown below. Select the check box next to each category group you want to include in the report. When the option is available, you will see it as a tab in the report customization section. Examples are income and expense groups on Schedule F, the Ohio Commercial Farm Account Book categories, or those recommended from an accountant or tax preparer. For securities which aren't 100 All Categories; 25 Announcements; 176 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. 5K Quicken Classic for Mac; 945 Quicken Mobile; 728 Quicken on the Web; 20 The Community Meetup Newsletter (I do find it interesting that with the many thousands of people who have migrated from Quicken Windows to Quicken Mac over the years, and with the various complaints about missing features in Quicken Mac compared to Quicken Windows, the absence of Category Groups is something I recall reading about only a handful of times; no one has even Income and Expense by Category will provide the high-level summaries for each category but does not show the individual transactions. However there are no reports which organize the data this. For example, when I start to type ‘Recreation’ and type ‘Re’ Q2020 initially thinks it is going to be ‘Realized Gain/Loss/Loss’. December 2022 edited February 17 in Registers & Transactions (Windows) I would find it very helpful if could deactivate a "category". You may need to click the folder to open it and display the report you want. The use of custom category groups For my consulting business, I reworked the business expense category group, as shown below. Quicken In Quicken, categories and subcategories are used to classify and group your transactions. You will have to assign a tax line to that new category in order to move it to the Rental Property Expenses group. As you become more familiar with the capabilities of Quicken and you start having different needs, you can create new categories. Online version. I hope this helps! Both categories are linked to transactions. August 2021 edited May 2022 in New to How do I "create" or "export" this file into a format wherein I can import these categories into Quicken? Subcategory, taxation, budgets, Oh My. For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store and it automatically assigns the category Food & Dining:Groceries to the transaction. Quicken allows this, but it tends to mess up things in certain places. 5K Quicken Classic for Mac; 948 Quicken Mobile; 732 Quicken on the Web; 21 The Community Meetup Newsletter This discussion was created from comments split from: What use is Investment Inc category, when more specific Investment categories are already listed. "They are savings accounts, with various withdrawals, but all are just transfers. 5K Quicken Classic for Mac; 951 Quicken Mobile; 738 Quicken on the Web; 21 The Community Meetup Newsletter If your custom category groups have a mix of income and expense categories (something I recommend against) then Quicken doesn't know if this should be treated as income of expense. In the Type category name to search list, type the name of the category you're looking for. Try setting up this category to Schedule C and see if, after saving it, it moved to the correct group. You can also use the keyboard shortcut Shift+Command+C. 5K Quicken Classic for Windows; 14. They I have my categories divided into groups for budgeting. Is a list of default Quicken categories available? In this video, we'll look at how to use category groups in your reporting to help you refine your reporting to be how you want to see your information. 4K Quicken Classic for Mac; 939 Quicken Mobile; 721 Quicken on the Web; 19 The Community Meetup Newsletter Quicken Classic Starter Edition - R-43. Notice that all "Audio and Video" categories appeared the same, all "Auto" categories appeared the same, etc. 7K Quicken Classic for Windows; 14. The 40000 group is named ELDERS, the 42000 group is name TRUSTEES, etc. Quicken's default categories are not well thought out. It's next to the Help menu. Note, some of those category groups have transfer categories in them "TO/FROM [account-name]" I do not think I missed your point. " In 2020 a user posted that, in short, to get subcategories to show up on a P&L you had to either associate them with a Schedule C line All Categories; 26 Announcements; 158 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 639 Welcome to the Community! 576 Before you Buy; 1K Product Ideas; 46. 20+ year user. For example, bills and utilities, paycheck, business income, etc. Select Show > Hidden categories to make the hidden categories visible both as groups and as individual items in the All Categories list. When this happens, you can tell Quicken Tutorial: Unlock the Power of Category Groups To Transform Your Reports! Quicken offers a wide range of categories, making it easy to accurately categorize your transactions. So how do I assign the category for which I want the deposit assigned to i. ) Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. In fact, I don't know about transfers at all. When I change it to the correct account [account b], it creates a new entry in [account b] with a red pencil saying that it did not find a match. In the register, Quicken inserts a colon (:) between the two category names to indicate that the second category (the one you demoted) is now a subcategory of the first. You can edit categories you've created, and you can also edit Quicken's built-in categories. Categories. Assign that category a rental related tax line. You could call them Essential and Discretionary, then assign each expense category to one of those groups. Click the Edit icon. 0. I would assume all your 529 investments are codes as the same type of account, so if they're in the same account grouping (e. The currently selected budget is shown in the dropdown box at the top left of the Budgets page. Then on the Planning > Budgets page, your expenses will be grouped and subtotaled accordingly. Comments. All Categories; 25 Announcements; 180 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; Then, select Customize button to display the customize window. That’s because all of your transactions will be lumped together in just a few broad categories, like “Food” or “Entertainment. attempted to a subcategory: quicken won't let me. 5K Quicken Classic for Mac; 948 Quicken Mobile; 732 Quicken on the Web; 21 The Community Meetup Newsletter @don. It helps you easily analyze your transactions. 5K Quicken Classic for Mac; 951 Quicken Mobile; 738 Quicken on the Web; 21 The Community Meetup Newsletter All of my categories are visible when I create a new transaction and assign it to a category. Saving the change will change the Category Group. Search the community on "income expense in category group", under my @scooteriam or under @Chris_QPW. I want to group categories together for fixed costs, guilt-free spending etc and not budget every single group. Please be advised that deleting a category that is being used will also remove that category from each transaction in your register(s) that has that category assigned. In the shaded area on the left side of the above window, you can see the different types of categories arranged in groups. This is a good thing. This topic will delve into what budget categories are and the significance they hold in creating a structured financial plan. 4. It is probably a very bad idea to put a transfer in a category group at all. I checked Category List, and it shows the assigned group to each category. 30 Home, Business & Rental Property and have begun tracking my rental properties and have noticed there are no default Rental Exp and Income categories. Yes there should be To put it another way, Quicken has chosen to group accounts in the Account Pane by category and subcategory rather than financial institution. Here are the steps: 1) Select "Tools" > "Recategorize" ; 2) At the top of the pop-up window - "Find" should say "Transactions" and the in "with category" field you should type "education expense" (or whatever is the "exact title" of the category that is currently incorrect) > next click the "Find" button;3) The found section now should display all When adding before-tax deductions in the paycheck wizard, Quicken defaults to using income categories (such as "Employer Benefit:Medical"). They serve as the fundamental building blocks of a budget, helping you organize your income and expenses. Quicken has a function called Manage Categories which can restore Quicken's default categories. By understanding and efficiently organizing this list, you can enhance your financial tracking and gain valuable insights into your spending and saving habits. Existing transactions associated with the original category will now associate to the (newly renamed?) subcategory. QEL: All internal consistency checks passed. When this happens, you can tell Quicken how you'd like to handle the category group in your budget: as I have created custom Category Groups within Quicken & I am trying to figure out how I can budget for these top level Category Groups without creating a specific budget for each granular thing I want within the bucket. For instance, the top-level grouping in the Quicken Windows budget is that category groups, some are built in, and others can be created by the user. I modified the categories to include income which show up for each category as the expenses should. Go to Tools>Category List; Select Rental Property Expenses Group; Tap New Category button; Define Category in Details tab; Define that Category's tax handling in Tax Reporting tab; Note that regrouping an existing category I have set up a budget in Quicken, organized by Category Group. In previous versions of Quicken you were able to manually assign a Category Group. As for why to use them over sub categories? It is sort like ask people why use tags instead of using categories alone. It provides another way to group categories in budgets, reports, and a few other places. I know that in some cases you might have to delete the custome category group you created then realign the expense and income All Categories; 26 Announcements; 169 Alerts, Online Banking & Known Product Issues; 12 Product Alerts; 644 Welcome to the Community! 580 Before you Buy; 1. The bank has a payee, "Pacific Gas & Electricity" and my Quicken category for that is Utilities:Electricity, so I assigned that category to the first "Pacific Gas & Electricity" transaction downloaded. A list of categories will appear with a check beside each category that is currently in the budget. The entries there All Categories; 25 Announcements; 176 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 649 Welcome to the Community! 581 Before you Buy; 1K Product Ideas; 47K Quicken Classic for Windows; 14. I have a very clumsy way of screen scaping to get the data into excel, however it is a pain. ; In the Quicken Standard Reports list on the left, select the report you want. So an income Category like Social Security might have a couple of logical SubCategories like "Spouse1" and "Spouse 2", allowing you know how much each spouse is The typical process if you want to track the loan in Quicken is to create a new Loan Account and use Quicken's loan "wizard" when you do so. 20. Verify that the Show filter (at the bottom of the list, on the right side) is set I'm trying to compare YTD current year vs last year. When you download credit or charge card transactions from your financial institution, the data may include a merchant code for each transaction, which is mapped to a standard Quicken category. " Image. Again, when selecting the action "assign category groups" in the category list window is where I think I should be able to move the category "business expenses" to the group business expenses, but I am only able to assign categories to "custom groups" and not the Quicken created groups. 100) I have seen the content below in a couple places, but I don't get this option. Please DM me so that I can gather your requirements. I'm in the midst of doing alot of cleanup and now would like to primarily use the default Quicken categories. Image 1 Image 2 Categories may be regrouped and renamed on the Category List window: select Tools > Category List Downloaded payees and memos may be mapped by renaming rules to other payees: select Tools > Renaming Rules The payees may match memorized payees or payee entries in the register to provide a category for the imported transaction. All Categories; 25 Announcements; 168 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 650 Welcome to the Community! 565 Before you Buy; 1K Product Ideas; 47. Does that fix it? Quicken is not giving me the option in the Category Groups. Budgeting: Category Group - Income This is still an issue. b) After all applicable transactions were so edited, delete that newly created category. Still have category groups that are not totaling. In my checking account register on Quicken, I call that transaction a transfer to that same They just have Withdraw for the category in one account and Deposit in the other. Another post I found suggested checking a "Hide Used Categories" option under the drop down next to the pencil icon, but I don't have that option. 5K Quicken Classic for Mac; 940 Quicken Mobile; 724 Quicken on the Web; 20 The Community Meetup Newsletter That's a significant shortcoming, and one I hope they will fix one day, but currently if you want to edit the category in transactions with splits, you have to edit them one at a time. " I'm confused at what you are doing here. My apologies You don't count on the entry of individual transactions to somehow alert you that this is a custom Category Group item, the Quicken reports do that for you and you can run those ever single day if you chose to do so. That's not useful. In a row above or below in [account b] will be the transfer entry that should have been linked. Quicken may or may not use that category, depending on the In comparison, Quicken does a much better job at assigning categories. I know that in some cases you might have to delete the custome category group you created then realign the expense and income Quicken Classic Starter Edition - R-43. If my Car Fund is valued at $800, and I transfer $500 of that fund from my Checking Account across to my Savings Account for safe keeping - effectively leaving $300 of 'Car Fund' in my Checking account - and then incur an expense of $600 for a service on the car, which I pay for on my Debit card (which draws from my Checking Account), creating All Categories; 25 Announcements; 164 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 649 Welcome to the Community! 564 Before you Buy; 1K Product Ideas; 47K Quicken Classic for Windows; 14. Quicken is not giving me the option in the Category Groups. 1K Quicken Classic for Windows; 14. YOUTUBE VIDEO: Quicken Tutorial: Using Category Groups To Transform Your Reports! By Joe DiSanto On January 27, 2023 April 5, 2024. 1K Product Ideas; 46. 5K Quicken Classic for Mac; 948 Quicken Mobile; 731 Quicken on the Web; 21 The Community Meetup Newsletter I've created numerous sub-categories (of the "tax" category, for example. Move categories between category groups. You still have to check what it is doing, however, or you may get some weird name Quicken categories - ability to deactivate categories [Edited] mpdoiron Member. 5K Quicken Classic for Mac; 950 Quicken Mobile; 734 Quicken on the Web; 21 The Community Meetup Newsletter For categories which are used and gray, no subcategories are shown; for unused categories, sub-categories appear normally. ” I would export a QIF of the categories in your Quicken file, examine the resulting QIF using Notepad, then use Excel to rearrange your CSV into QIF format. Did not resolve it fully. When I print a category report they are all there, but when I try to display the categories to merge or rename, most of them are gone. Make sure to sign up for the email digest to see a round up of your top posts. The option to view category groups is in some, but not all reports. Click 'Save' button You can rename the category at the same time. But you can create whatever custom groups you like and move the categories to them. Hi @richterry2, Yes you can do that. Let's click on Personal Expenses and view the categories In Quicken for Windows, budget categories play a pivotal role in managing your personal finances. Quicken's budgets are basically category based. Quicken automatically sets categories for transfers to the same account (self referential); [Account A]. The resulting transaction has a negative amount for this category. Quicken Classic Starter Edition - R-43. It's possible to create your own category groups for a budget, instead of using the default category groups of Personal Expense, Personal Income, and so on. Even the budget reports do not group categories by group. DivInc, DivInc is the Category Quicken uses when you use the "Div" action, in an Investment Account, to record a dividend. I track 2 companies, hense the company name in the category. 5 Back in "Assign Category Group", I choose my new category group on the right 6. The QIF format does allow for passing in the category/tag, and is simpler, but there are some restrictions on it use in Quicken Subscription, the All Categories; 25 Announcements; 176 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 649 Welcome to the Community! 581 Before you Buy; 1K Product Ideas; 46. A solid budget can help you take control of your finances and use your money with real purpose, so you have enough to pay your bills, grow your savings, and still enjoy life today. Quicken Mac Subscription • Quicken user since 1993 All Categories; 25 Announcements; 176 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. Ensure the desired category groups are selected under the Category Groups tab and ; Ensure that the Organization pull down, in the Display tab, is set to "Category Group"; See first image. Quicken may or may not use that category, depending on the I am running Quicken Home & Business 2020 version R28. I understand from Create your own category groups. Get resources and help from expert Quicken users and our Customer Care Team. All Categories; 26 Announcements; 173 Alerts, Online Banking First off category groups are for grouping categories in a report, giving every transfer their own group doesn't make much sense, so seems that you are trying to use the wrong "tool for the job". The reason I think that (but have not done any checking on it) is for the very reason that I only have Quicken Premier so I might be wrong about this, but I do remember some old discussions about a "Farm business" and basically the conclusion was that even though the tax lines are there and will appear in some areas like the tax reports and tax planner, Quicken was never "geared" for that kind of business, and as such has these kinds of gaps in it. The QIF format does allow for passing in the category/tag, and is simpler, but there are some restrictions on it use in Quicken Subscription, the main one being that the import will not match transactions that are already existing in the register. Import that QIF file. What are tags? Tags provide an additional way to classify and group your transactions. Click that. In most cases, Quicken can accurately guess the category. g. Nowadays the category group is determined by the tax line item. . Including a category group means that transactions with that category group will be computed as part of the By moving categories from one category group to another, it's possible to create a category group that contains both income AND expense categories. However, all of the reports that I've found (including "Budget Actions=>Budget Reports=>Current Budget") ignore the Category Groups and instead report by Category. 5K Quicken Classic for Mac; 940 Quicken Mobile; 723 Quicken on the Web; 20 The Community Meetup Newsletter Try going to Edit > Preferences > Early Access and un-checking both boxes. 4. 6K Quicken Classic for Mac; 951 Quicken Mobile; 740 Quicken on the Web; 21 The Community Meetup Newsletter All Categories; 25 Announcements; 166 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 650 Welcome to the Community! 564 Before you Buy; 1K Product Ideas; 47K Quicken Classic for Windows; 14. For the best support experience, please Select the category groups you want to include in the report or graph. 8K Quicken Classic for Windows; 14. To change the category to a subcategory, select Subcategory of and enter the name of the parent category. 5K Quicken Classic for Mac; 945 Quicken Mobile; 727 Quicken on the Web; 20 The Community Meetup Newsletter I can’t find the option for category groups on Mac. In Quicken, click the Reports menu and open the report you want to customize. I have several project categories that I don't want to delete for historical reasons, however the projects are complete and Quicken In Quicken, Categories can have SubCategories and SubSubCategories and so on, (I'm not sure how deep the nesting goes), to create distinctions that we want to see in our reports. BUT, when I go to: "Window⇒Categories" from the drop down menu, most of my categories are missing. If not, try to create a new category (or choose from available Business I have selected categories in both Personal Expenses and Transfers Out, but the group and the categories do not show up in the budget window. Am I missing something? All Categories; 25 Announcements; 175 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. To do that, click TOOLS, Category List, RIGHT click on the category name, click EDIT, click TAX REPORTING, and select your desired Tax line for the category. To edit categories or subcategories: In Quicken, choose Window menu → Categories. Looks like windows has this but why does it not exist for mac? Anyone know an alternative service that can do this? Mint also doesn’t have this All Categories; 25 Announcements; 164 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 649 Welcome to the Community! 582 Before you Buy; 1K Product Ideas; 47K Quicken Classic for Windows; 14. Right-click the category group You can include category groups only in summary, comparison, or budget reports and graphs. Just make sure you don't mix income and expense categories in a given category group. For instance these are the category groups I use in my Choose Reports menu > Reports & Graphs Center. If you'd like, you can A "Business Expenses" category, to show up under the Business Expenses Category Group must be assigned to a Schedule C line item and marked as "Tax-related category". Strange things happen. , Choose Edit Click the subcategory selection and fill in the applicable higher level category. I explained default groups are assigned to categories based on the type of category and tax-line associated with the category. I found some documentation that says to Click the Category Groups tab in the customize dialog but there is no Category Groups tab. Thanks All Categories; 25 Announcements; 172 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. 3K Quicken Classic for Windows; 14. As an edit to @Boatnmaniac 's step 4 above, you can also Ctrl-click on individual transactions if the group is non-contiguous. In the categories to budget dialog, when you select your newly created category group, you see nothing (no categories) in the window. In there you'll find an Options button. 5K Quicken Classic for Mac; 948 Quicken Mobile; 731 Quicken on the Web; 21 The Community Meetup Newsletter I've used Quicken for years but have always been confused about the category vs transfer choice. One of the choices is Manage Categories. I'm relatively new to this. This field appears only if one or more category groups exist. For example, select Reports > Spending > Income and Expense by Category, press Alt + C, and At this time, there is no way to configure the left sidebar categories or groupings. For example, if you demote a category called Internet Service to a subcategory of Computer , the register displays the category for any associated transactions as Computer Help Guide for Quicken for Mac FAQs: Quicken Mac • Quicken Windows • Quicken Mobile Add your VOTE to Quicken for Mac Product Ideas Object to Quicken's business model, using up 25% of your screen? Add your vote here: Quicken should eliminate the LARGE Ad space when a subscription expires (Now Archived, even with over 350 votes!) I have Quicken for Windows and when I download my paypal account to Quicken, the category assigned is the transfer to the bank account to which Paypal is linked to. I wanted to merge my self-created category into the Quicken-created one, but it doesn't show up in the target list of categories, when merging. I apologize you are having difficulties editing your categories. Enter a description for the new category. QEL: No read errors. COG for business or personal What would be helpful to see is (a) one or several transactions, with dates, categories and amounts in a time period such as 2020, (b) the section of the 2020 transaction and summary reports for the category(ies) showing those categories(ies) The Categories window does not show Used Categories in the list. As a result, the "Early Access" format is impossible to use! When setting up budgets for different years, I understand that if I change the amount for a category in 2020 that is different from 2019 that quicken retains the amount for 2019. Make sure that you do not have a filter set for specific If you don’t take the time to set up Quicken categories that match your spending habits, then you’re not going to get an accurate picture of where your money is going. As of now, the only solution I can find is to print two reports, one using only the discretionary group and one Select the category groups you want to include in the report or graph. For example, a bank charge, dining, or postage may be applicable to both business and personal transactions. Select a summary, comparison, or budget report from the list of topics, such as Banking > Banking Summary, or Spending > Historical Budget. With the newer business functionality in Quicken Mac, it seems like you need to duplicate the categories to make proper use of the business stuff. Click on the Options menu at the lower left of the dialog. Assign a tax line item from Schedule C, income and mark as a taxable line item. I don't live on a tight or specific budget but rather want to keep a pulse on my bottom line. If you include a company category with tax expense lines as a subcategories, don't forget to I have two category groups which appear twice on the planning tab under budgets: once in the normal alphabetical sequence and again at the bottom of the list of category groups. How Quicken suggests categories for transactions you update from your financial institution To customize a report for a category, category group, or a tag: 1. If you have just Transfers it works. You may need to click the folder to I found this thread pretty active back int 2020. If we've created a category group, when we customize a summary, comparison, or budget report there should be a Category Groups tab presented that allows us to filter the report's transactions by the selected categories filtered by the selected category groups. All Categories; 25 Announcements; 177 Alerts, Online Banking & Known Product Issues; 12 Product Alerts; 648 Welcome to the Community! 579 Before you Buy; 1. All Categories; 25 Announcements; 174 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 648 Welcome to the Community! 580 Before you Buy; 1. ) 0. Example: "Bills & Utilities" is a top-level category with "Utilities" as a subcategory. ) When I attempt to get a transaction report for a specific category or sub-category, I get many unwanted sub-categories, which often (or mostly) seem to be sub-categories I've created. If you don't see categories in this custom group (above), then are you sure you have reassigned those categories from Category groups organize your categories. Click Options > Assign category groups. When you edit your new category, there will be a tab called Tax Reporting. They also help you plan for the future. "Brokerage") as assigned by Quicken, you can control the order a bit by tweaking the names of the accounts here. The major categories are Banking, Investing, Property and debt and the subcategories are Checking, Savings, Credit, Investment, Retirement, etc. If you want subcategories to appear in the list, click Expand All. See image below that shows my custom category group and the categories I reassigned to it from Personal Expenses. (Yes, I understand that the principal part of the payment is not an expense in the traditional sense, but I can otherwise assign that transfer to a customized category group, just not the Q category groups, which do not appear when assigning categories to groups because only the customized category groups appear in the drop down. In Quicken, an account refers to anything that you want to keep track of. 5K Quicken Classic for Mac; 951 Quicken Mobile; 736 Quicken on the Web; 21 The Community Meetup Newsletter Thank you for reaching out to Quicken Community. What are the Category Groups associated with each of these categories? You may have to reassign categories associated with different category groups to the same category group(s), e. Both of the duplicated groups are populated with identical categories. You need to add accounts of each type (paycheck, banking, CC, brokerage, retirement, etc. A budget is really just a plan for your money. In order to add the category to be seen on Quicken on the Web, you will need to add the category to your version of Quicken on your PC or Mac. So I can have a category and colums for Budget, Expenses, Income, Net and perhaps % net vs Budget. 5K Quicken Classic for Mac; 948 Quicken Mobile; 732 Quicken on the Web; 21 The Community Meetup Newsletter I am on a Mac using quicken Version 7. Much of Quicken is category based. Categories 1,058; Budgets 1,010; Known OLB Errors 946; Online Bills 763; QWIN - Mobile/Web Sync 662; windows and mac 640; Login & Passwords 620; Bill All Categories; 25 Announcements; 174 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 648 Welcome to the Community! 581 Before you Buy; 1. Here are mine: Organizing your finances by category groups in Quicken can simplify your reporting and help you track spending more effectively. Category "Expenses Ohio State University Extension- Quicken 2015 page 27 Chapter 4- Categories and Tags Chapter 4- Categories & Tags Categories are used to divide or classify transactions within Quicken. And on the subject of budgets if you separate your income from your expenses, you can certainly do that, but then you take away Quicken's ability to do the math between the two (or in your case multiple budgets). attempted to add a category: quicken won't let me. , so they are not Predefined categories used by Quicken; you can't add new categories or move existing ones to this group Business (Income or Expense) Tax line assignments: Schedule C or Form 8829 (all assignments associated with these forms), Form 1099-MISC, and _MileageBus (this is a predefined category used by the Vehicle Mileage Tracker). And all of the categories related to your income are grouped together in the Personal Income category group. I select Categories in "Personal Expenses" on left and "add" them on the right into my new category group. To prove this, edit the "110 Mission Appeal" and its subcategory. Open the Category List. I use Quicken to understand where my income and expenses are coming from. the Category Group tab>Select Category Group filter box (image 2). The new Category Group showed up in one report but not the other. Select I could re-do my category list completely to make each category a subcategory of the groups I want, but I'd lose so much information. I found this thread pretty active back int 2020. I hope this helps! Quicken Kristina. I'm sorry I posted this in "discussion" and now I'm thinking it should have gone in "questions. Many users find this useful. Classic: When logged into the desktop application, the category shows correctly. For each budget category or category group you can easily see the amount you've budgeted, spent or received, and how Right click on a category you want to change. 4K Quicken Classic for Mac; 948 Quicken Mobile; 730 Quicken on the Web; 21 The Community Meetup Newsletter The transaction shows up on my register for that account in Quicken, and I enter the correct category for that expense (say, groceries or parking). I've reported it as a bug, but of course there is no acknowledgement from Quicken, so there is no way to know if this is a known issue or if they couldn't replicate the problem and discarded it. the Display tab>Organization pulldown>Category Group (Image 1), and/or 2. 2. Yes, there is a Window menu on Quicken for Mac. Click it. If you right click on the category group name you can select Income or Expense. Quicken displays the category that is the closest match in the Category list. When I get the monthly bill from the credit card company, I pay it from my checking account. But, if I select certain categories for 2019, and save, then select some different ones in 2020, it seems to change the categories for 2019. Select All Categories; 26 Announcements; 158 Alerts, Online Banking & Known Product Issues; 15 Product Alerts; 639 Welcome to the Community! 576 Before you Buy; 1K Product Ideas; 46. If you include a company category with tax expense lines as a subcategories, don't forget to Quicken assigns categories to your transactions when it downloads them from your bank. Certain category groups are hidden by default, largely based on information you provided when you set up Quicken (for example, whether you own a business or manage rental property). Rental. I tried to validate and super-validate the file to make sure that now errors were present. Choose Reports menu > Reports & Graphs Centre. The Quicken Tabs. 5K Quicken Classic for Mac; 951 Quicken Mobile; 738 Quicken on the Web; 21 The Community Meetup Newsletter All Categories; 25 Announcements; 158 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 643 Welcome to the Community! 578 Before you Buy; 1. Click on the Edit Budget icon / text located just below the budget title in upper left of a budget display, then in that resulting editor display, click on the Select Categories button in the lower left. For example, all of the categories related to your spending are grouped together in a category group called When this happens, you can tell Quicken how you'd like to handle the category group in your budget: as an expense, as income, or to ignore it. You can access the category groups form the Options button on the Category List or from the Manage Budget The Category List in Quicken for Windows is a structured way to view and manage the categories, subcategories, and accounts related to your financial transactions. All Categories; 26 Announcements; 171 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 644 Welcome to the Community! 579 Before you Buy; 1. It seems like a category can oly be one or the other. 15 27. You generally can't use the Investment Categories that have that leading "_" in their name. When I view my bank account, it has as category the Paypal transfer. I would just caution that this approach is changing your actual spending records, not just your budget. In the list of categories, select the categories and subcategories you want to include in the report or graph. The website is designed to provide details on the transactions from your version of Quicken. A Dividend Income Category, however, you could use anywhere else, and even in an In order to merge two such categories, you need to first make them at the same level; that is, either make the sub-category a main category by dragging it out of its existing category, or make the main category a sub-category of the same main category which contains the other sub-category you want to merge with. All Categories; 26 Announcements; 171 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 643 Welcome to the Community! 579 Before you Buy; 1. Either way, please take a look at Tools / Category List. The only underscore category that shows up is _Accrued Int TaxFree. [I hope this is how to make a feature suggestion for Quicken] I want a "Clear Filters on Sub-Accounts" button in the "All Transactions" register window and other sub-group pages Choose Tools menu > Category List. When I change the Organization to "Category Group", all of the current YTD expenses by group/category appear at the beginning of the report (with zero in the prior period column) followed by the last year YTD at the end of the current YTD expenses with zero in the current period column). ) But you can create whatever custom groups you like and move the categories to them. We apologize for the inconvenience. See attached. Hi, I believe I have over-granularized my categories. Sherlock Quicken The general rule with category groups to avoid problems is don't mix income, expense, and transfers categories in the same group. 51578. Tax" re-assigned from "Business Expenses" category group to "Rental Property Expenses" category group. I do have certain items within each category that I want to itemize such as Groceries , but then I also want a 'Everything Else To add a category to a default Quicken category group (ex. You cannot change the predefined Category Group titles, but you can add Custom Category Groups, as I briefly mentioned in my earlier response. Image 1 Image 2 I can’t find the option for category groups on Mac. In the dialog you will find "Available Categories" with a selectable list, Standard, Business, etc. ) and then more and more standard categories will get populated into the category list. The "IRA Distributions" category (and all transfer accounts) appears duplicated in the display. haven't used quicken in a while. I also did "Budget Actions" >"Create a Budget">"Manually select transaction categories" > "Select Categories to Budget" and selected only my Personal Income categories plus one Personal Expenses category (Auto & Transport). As the original post states expense reports list the categories in their numerical order, however the budget reports list the categories by their alphabetized group name. ; Click the Category Groups tab. When I select a category from any other group, the group and its category display as it should. I Click on "New" and create a new Category group. Quicken user since Q1999. kostello your screenshots don't show what groups these categories are in. bqodys obpd lyfmaz pwneb fysg yaf ldlce kilgh zprrps bfceqrx