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You can rename a category at any time; Quicken updates the name on the a= ssociated transactions for you.
If you decide you no longer need a category, you can delete it. What abo= ut the transactions associated with the category you want to delete? Transf= er their category assignment by either:
A category type (such as Personal Income or Personal Expe= nses) depends on its designation as income or expense as well as its tax li= ne assignment. You have a limited ability to change category types. Refer t= o the information below to see what applies to your situation. To make a ch= ange, follow the above procedure for changing the properties and tax line i= tem association of a category.
Type | What it's based on |
---|---|
Personal (Income or Expense) | A tax line item assignment other than the ones s= pecified in the Business and Rental sections, or no tax line item assignmen= t |
Investment | Predefined categories used by Quicken; you can't= add new categories or move existing ones to this group |
Business (Income or Expense) | Tax line assignments: Schedule C or Form 8829 (a= ll assignments associated with these forms), Form 1099-MISC, and _MileageBu= s (this is a predefined category used by the Vehicle Mileage Tracker). |
Rental Properties | Tax line assignments: Schedule E, and _MileagePe= r (this is a predefined category used by the Vehicle Mileage Tracker). |
Transfers | Only accounts show up here (see About the Category Li= st) |