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Quicken 2014 Essential Training

From: Quicken 2014 Essential Training

Video: Customizing the Category List

Quicken provides a great selection of commonly used Let's start by saying that Quicken does give Click Tools and category list.

Customizing the Category List

Quicken provides a great selection of commonly used transaction categories and subcategories in the Category list. However, there are situations where you need to add, remove, hide, or edit categories and subcategories. Let's start by saying that Quicken does give you a good variety of categories to choose from. Quicken also allows you to edit the category list in almost any way you can imagine. You can add, delete, hide, or edit categories and sub-categories. Let's take a minute to walk through the process for each of these category revision possibilities. To make revisions, start by opening the full category list from the Tools menu.

Click Tools and category list. I'll start by showing you how to add a category or sub-category. To add a category, click the Add category in the upper right. Enter a name for the new category. I'll call this one pre-school tuition. Indicate whether the category is for tracking income or expenses. My new category is an expense, so I'll select expense. To change the category to a sub-category, select Sub-category. And select the name of the parent category.

The parent category of pre-school tuition is education. Optionally, you can enter a description for the new category, and you can select the Group for the category. Click OK. Now you'll see pre-school tuition, as a subcategory of education in our category list. Now, let's take a look at how to delete a category. Use caution when deleting categories because deleting is permanent. I'm going to go ahead and delete this category I just created. Right click, on the category or the sub-category and choose Delete. Click OK to confirm the deletion. Please note that there are a few categories that are permanently used by Quicken, and so they can't be deleted.

For example, investment categories that begin with the underscore character, can not be deleted. Now let's look at hiding categories. This is one of the safest, and most efficient ways to customize your category list. And this is usually a better idea than deleting categories. Let me explain why. Even a well managed category list can still be large. And you may hesitate to delete categories you might need in the future. Also, certain categories that Quicken uses can't be deleted. Hiding categories, allows you to more easily access commonly used categories, by removing the clutter of unused and seldom used categories.

You can make a hidden category visible at any time. Here's how you hide categories in sub categories. In the category list, right click the category that you want to hide. Click Hide to hide the category, and if at some point you want to unhide the category, right click and select unhide. Please note, that hidden categories do not appear in the category drop down list while entering a transaction. Or in the category list, unless the Show hidden categories box is selected. It's also important to know that hiding a category, doesn't affect calculations for transactions that use that category.

And then hiding a parent category, hides the sub-categories as well. Finally, let's look at editing categories. You can edit the categories or sub-categories name, change it from a category to a sub-category, or vice versa, or change it's designation as income expense or sub-category. I'm going to change the name of my entertainment sub-category, from Newspapers and Magazines, to Online subscriptions. Keep in mind, that you can rename a category at any time. Quicken will update the name on the associated transactions for you.

To edit the category, right click on the category, click Edit. And change the name, and click OK to save the change, if you want to customize your category list, the simplest thing to do is hide the categories you aren't using. If there is something very specific you want to track, consider adding a category or a sub-category

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Quicken 2014 Essential Training

47 video lessons · 3097 viewers

Sally Norred

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  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

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