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2. Accounts and Categories > 2.7. Customizing Categories

Customizing Categories

Now that you understand category characteristics, you can make changes to the categories that Quicken set up for you. Initially, you’ll probably spot several categories that you don’t need (like Rent if you’re a homeowner). You can hide or delete categories you don’t want, or consolidate several of Quicken’s categories under one main category.

You don’t have to get your categories perfect before you start doing your finances in Quicken. If you enter a credit card charge and can’t find the category you want, you can add a new category to the Category List then and there. You can even recategorize transactions if you decide to revamp the categories you use.

Removing Categories


  

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