Categories

Discussion List

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  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 98 views 3 comments 0 points Most recent by DannyB February 6Managing Your Transactions
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.5K views 0 comments 10 points Started by Coach Natalie February 4 Updates From the Product Team
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  Tax Line Items: Missing an assignment location for self-employed health insurance (edited)

  Active fcb 51 views 6 comments 2 points Most recent by fcb February 3Feature Requests
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 23 views 2 comments 0 points Most recent by Coach Natalie February 3Feedback
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  Make Bicycling a default subcategory under Auto & Transport

  Active mswire 25 views 3 comments 2 points Most recent by dsfreddy January 31Feature Requests
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  Tax Line Items

  Answered ✓ Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie January 28Feedback
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  Excluding"Hold" income from projected cash flow?

  Closed mikeyheights 46 views 7 comments 0 points Most recent by Coach Jon January 27Projected Cash Flow
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  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  Closed lts 1.3K views 14 comments 0 points Most recent by SomeVashonFolks January 13Categories and Tags
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  QBP: Use a "Business" Uncategorized for Transactions in Business Accounts (edited)

  Active mattbroffman 74 views 7 comments 3 points Most recent by mattbroffman January 9Quicken Business & Personal Feature Requests
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  How to make Expenses list show only expenses for Schedule I selected?

  Answered ✓ Closed vershova22 44 views 1 comment 0 points Most recent by Coach Jon December 2024Business Categories
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  Old Non-Reported Bug Now Fixed

  Closed RobWilk 11 views 0 comments 1 point Started by RobWilk December 2024 Feedback
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  Third level category not rolling up properly in Reports (edited)

  Closed RickS 157 views 22 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
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  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 125 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug
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  Web App: Display the full category path when searching the categories list on transactions

  Active asheroto 22 views 0 comments 2 points Started by asheroto November 2024 Feature Requests
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  Automatic Transaction Payee and Category names are getting worse

  Closed msl2424 31 views 1 comment 0 points Most recent by Coach Jon November 2024Troubleshooting
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  Group Planned Spending Items by Category

  Active JMoney 12 views 0 comments 1 point Started by JMoney November 2024 Feature Requests
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  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 51 views 1 comment 4 points Most recent by mb996 November 2024Feature Requests
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  One expense, different categories

  Answered ✓ Closed Grendizerus 23 views 2 comments 0 points Most recent by DannyB November 2024Managing Your Transactions
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  Categories that are Income and Expense

  Closed System 48 views 2 comments 0 points Most recent by Wedo778 November 2024Categories and Tags
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  New user…assigning categories

  Answered ✓ Closed GregP 53 views 2 comments 0 points Most recent by GregP October 2024Getting Started
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  How do you categorize

  Closed Flopbot 576 views 13 comments 1 point Most recent by DannyB October 2024Categories and Tags
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  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed Closed ChristinaSeattle 32 views 2 comments 2 points Most recent by Coach Natalie October 2024Feature Requests
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  How can I monitor spending by category AND tag?

  Answered ✓ Closed tylertervooren 90 views 2 comments 1 point Most recent by tylertervooren September 2024How do you Quicken Simplifi?
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  Use categories to adjust expense/budget categories by the "refund" cash inflow amount.

  Closed FiddleB 12 views 1 comment 1 point Most recent by UrsulaA September 2024Feedback
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  How to set a default category for an unrecognized payee?

  Closed DavidB 43 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 93 views 2 comments 6 points Most recent by UrsulaA August 2024Feature Requests
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  Display Category & Subcategory in Planned Spending view on the iOS app

  Closed System 21 views 2 comments 0 points Most recent by Coach Kristina August 2024Feedback
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  add "last category" as an option

  Closed Supervroom 13 views 3 comments 1 point Most recent by Coach Natalie August 2024Feedback