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Quicken gives you the flexibility to change a category to a subcategory and vice-versa.
If you are using mobile and web sync, we recommend that that you sync just before and immediately after re-arranging your categories. This is to avoid any conflicts later and to ensure that you get the updated categories on your mobile.

1. In Quicken, choose Window menu → Categories.
   
2. Drag and drop one category into another to make it a subcategory.
3. Drag and drop a subcategory out of a category to make it a top-level category.

Tags

What are tags?

Tags provide an additional way to classify and group your transactions. They help you group and analyze all transactions related to a specific event. Let's understand this with an example.
You went on a vacation with your family and you need to keep track of all the expenses related to this vacation. It's very easy using tags! Just create the tag vacation and associate all your related transactions, from multiple categories, with this tag. Here are some transactions that you might associate with this tag:

• Dinner: Categorized as Food & Dining
• Fuel: Categorized as Auto & Transport
• Clothing: Categorized as Shopping

Later, to see the total cost of your vacation, run a custom report by including all transactions with the vacation tag.

Learn about creating, editing, and deleting tags to fit your needs.

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