Categories

Discussion List

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  Why is the transaction categorization so... bad?

  Closed Dognose 99 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 58 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  How to restore default categories

  Answered ✓ Closed SV97 55 views 1 comment 0 points Most recent by Coach Natalie September 2025Categories and Tags
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 27 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  If Payee is new, set Category to Uncategorized

  Active DavidB 23 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 217 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  Account & Category Naming – One Approach

  Closed Dick_Davis 56 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 96 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
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  Unable to set Client and Category

  Closed Michael.Tx 16 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
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  Very slow/unresponsive category picker when splitting transactions in Safari on MacOS

  Closed andrewwurtz 2 views 1 comment 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  Remember category corrections

  Closed Julia58 20 views 2 comments 0 points Most recent by DryHeat August 2025Managing Your Transactions
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 101 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  A hidden field appears that can be clicked when creating a category (edited)

  Closed System 41 views 7 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 52 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  No Business Categories available within Quicken Business & Personal

  Closed System 119 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 81 views 6 comments 0 points Most recent by Dick_Davis August 2025Categories and Tags
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 32 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Some Categories change for no reason

  Closed Thomas56 18 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 34 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Merged: Category hovering

  Closed amackles 1 view 0 comments 1 point Most recent by amackles July 2025Feature Requests
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  Previous Transaction Categories are not reflected in the subsequent future transactions

  Closed d2025 12 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Type ahead ability in the categories and tags

  Closed MoltingPhoenix 21 views 1 comment 1 point Most recent by Coach Jon July 2025Categories and Tags
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  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 12 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
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  Suitable category for Investment account transactions

  Closed MM123 25 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Microsoft Office Sub

  Closed Stevefxp 12 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 55 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  Print Report of Expenses by Category

  Answered ✓ Closed Dmenk60 33 views 1 comment 0 points Most recent by SRC54 July 2025Using Reports
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  Category for "Credit Card Payment"

  Closed fnums 191 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions