Help setting up new categories and subcategories (edited)

Question

I can't figure out how to set up new categories and subcategories. I am new to this program

sbennet1 · Accepted Answer

WEB Version   Go to settings  (Bottom left)  —> Categories & Tags —>  + Category

Or just start typing in category field and click on create button for main category or pick a sub category

Coach Kristina · Accepted Answer

Hello @jmhull67,

Thank you for reaching out!  In addition to the information @sbennet1 provided for adding new categories in the Web version, here is the information our article provides on how to add categories in the Mobile version:

* Tap the Menu icon (three lines in the upper left).
* Select Settings and then Categories.
* Tap the plus (+) button in the upper right.
* Enter the name of your new category.* If this is a main category:* Select Income or Expense.
* Select Personal or Business.
* To add tax reporting:* Tap Tax Info and toggle Tax Related on.
* Select the applicable tax form and tax line items from the menus.
* Press Update.

* If this is a subcategory of an existing category:* Click the "Subcategory Of" menu.
* Select the primary Category or Subcategory.

* Click Create when done.

Creating Categories and Subcategories from a Transaction

* Create or open an existing transaction.
* Select the Category field and then type the name of the category or subcategory you'd like to create.
* Tap Create in the menu that appears.* If this is a main category:* Select Income or Expense
* Select Personal or Business.
* To add tax reporting:* Click Tax Info and toggle Tax Related on.
* Select the applicable tax form and tax line items from the menus.
* Click Update.

* If this is a subcategory of an existing category:* Click the "Subcategory Of" menu.
* Select the primary Category or Subcategory.

* Tap Create when done.

For more information on managing categories, please review these articles:

https://support.simplifi.quicken.com/en/articles/4712014-managing-categories-and-subcategories-on-the-mobile-app#h_710ca2edcd

https://support.simplifi.quicken.com/en/articles/4378958-managing-categories-and-subcategories#h_40fd563b84

I hope this helps!