Categories

Discussion List

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  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 83 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 23 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 32 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 11 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 22 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 14 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 23 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Microsoft Office Sub

  Closed Stevefxp 14 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 53 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 39 views 1 comment 0 points Most recent by SRC54 July 2025Using Reports
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  Category for "Credit Card Payment"

  Closed fnums 199 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Missing Business Categories in QBP

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
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  Credit splits

  Closed mograce 12 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  How to get default categories back? (edited)

  Closed Dick_Davis 256 views 13 comments 0 points Most recent by Bwithey327 June 2025Troubleshooting
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  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 25 views 1 comment 0 points Most recent by Coach Kristina June 2025Categories and Tags
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  Improve category management (edited)

  Closed jimvano 13 views 1 comment 2 points Most recent by Coach Natalie June 2025Feedback
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  Rename and Hide mandatory business categories

  Closed jimvano 24 views 1 comment 1 point Most recent by Flopbot May 2025Business Categories
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  How to deal with "Restored" Categories? (edited)

  Closed GAP39 22 views 2 comments 0 points Most recent by Coach Natalie May 2025Categories and Tags
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  Category and Client cancel each other.

  Closed MrKing 63 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 386 views 16 comments 29 points Most recent by gwonky May 2025Feature Requests
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  Best way to categorize rental income and mortgage

  Closed DDel 242 views 2 comments 0 points Most recent by DryHeat May 2025Bills and Income
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  Merged: Input fields got really narrow in last two days

  Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug
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  Cannot make subcategory a main category

  Closed RobWilk 121 views 6 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Business Categories vs. Personal Categories

  Closed Flopbot 105 views 2 comments 2 points Most recent by Flopbot April 2025Business Categories
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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Most recent by Dillon April 2025Feature Requests
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  How do Planned Spending Expenses change over time?

  Closed SavingPennies4Boba 37 views 5 comments 0 points Most recent by Coach Jon April 2025Using the Spending Plan
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  Mobile App: Improve toggle functions when creating a Category (edited)

  Active Micky1701 32 views 8 comments 1 point Most recent by Micky1701 April 2025Feature Requests