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You have the flexibility to modify categories, subcategories, and tags at any time. Quicken then updates the details on all the transactions associated with the modified category/tag to reflect the new name and/or details.

Change/assign a category for a transaction

  1. In your register, double-click in the Category column for the transaction you wish to edit.
  2. Start to enter the new category name or click the up and down arrows to see a list of categories.
  3. When you have selected the correct category, press the Return key. The new category will be entered.

See also: Split transactions

Change/assign a tag for a transaction

  1. In your register, double-click in the Tag column for the transaction you wish to edit.
  2. Start to enter the new tag name or click the up and down arrows to see a list of tags.
  3. When you have selected the correct tag, press the Return key. The new tag will be entered.


Edit categories and subcategories

To edit categories or subcategories:

  1. In Quicken, choose Window menu → Categories. Yes, there is a Window menu on Quicken for Mac. It's next to the Help menu. You can also use the keyboard shortcut Shift+Command+C. 
  2. In the Categories window, select the category or subcategory.
  3. Click the Edit icon.
  4. Make the desired edits. You can modify the Name, Description, and Tax-related status.
  5. Click Save.

Edit tags

To edit tags:

  1. In Quicken, choose Window menu → Tags. Yes, there is a Window menu on Quicken for Mac. It's next to the Help menu. You can also use the keyboard shortcut Shift+Command+T.
  2. In the Tags window, select the tag.
  3. Click the Edit icon.

  4. Make the desired edits. You can modify the Name, Color, and Description. You can see a preview of what the tag will look like under Preview.

    Emojis

    You can add emojis to your Name or Description. You can access emojis using fn+E or going to the Edit menu and selecting Emojis & Symbols.

    If your Mac has a touch bar, you may also see suggested emojis there.


  5. Click Save. Your changes will be saved.
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