To get the most out of Quicken, you should assign one or more categories to each transaction. Categories track the source of a deposit (such as Salary), the reason for an expenditure (such as Clothing), or the name of the account to which you are transferring funds (such as Savings). Quicken's Category List provides a selection of commonly used categories. The Category List then becomes the central location from which you can add, edit, delete, and otherwise manage categories. Click a link below for a brief overview of the topics covered in this section. When you open the Category List from the Tools menu, Quicken displays all of the categories and accounts in the current file. Excel for mac fill down. By default, the Category List is sorted first by type (income and then expense) and then by name. Subcategories are indented directly below their parent category. Accounts are listed by type and name at the bottom of the Category List, under Transfers and Payments. Account names appear in square brackets. If you prefer a different sort order or want to view only a subset of your complete list (for example, tax-related categories only), you can customize the display of the Category List in a variety of ways. Massage business software for mac. Categories with names beginning with an underscore (_) are used in investment transactions. Quicken adds these categories to the list when you add your first investment account. These are the only categories you can't edit or delete. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. • From the Quicken Tools menu, choose Category List. • Choose New, which is located either at the top or the bottom, depending on which version of Quicken you are using. • Select a Category Name, Type, and Description. • Press OK when finished. • You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need. • You can add detail by creating subcategories within a category. For example, you can create subcategories under the Recreation category to track how much you spend on specific activities. Your reports show the subcategory amounts as subtotals for their parent category. • Specialized investment categories, which begin with an underscore (such as _DivInc), appear in the Category List as soon as you add an investment account. Depending on how you answered questions during Setup, Quicken may have included category lists organized around lifestyle factors such as marriage, owning a business, and so on. When your life circumstances change (for example, if you become a parent), it is usually more efficient to add all the categories from the appropriate list. If you have already assigned a category to one or more transactions, you can still change the name of the category; Quicken updates the name on the associated transactions for you. If you decide you no longer need a category, you can delete it (but before you do so, you might first want to merge it with another category). Note that certain categories (for example, investment categories that begin with the underline character) are permanently used by Quicken and so cannot be deleted: • From the Quicken Tools menu, choose Category List. • Right-click the category or subcategory you want to edit, and then choose Edit. • Enter the desired changes in the Edit Category window.
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