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To edit categories or subcategories:

  1. In Quicken, choose Window menu → Categories.
  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.

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To edit tags:

  1. In Quicken, choose Window → Tags menu → Tags.
  2. In the Tags window, select the tag.
  3. Click the Edit icon.
  4. Make the desired edits. You can modify the Name and Description.
  5. Click Save.