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- From the sidebar, select the account or group of accounts you'd like to review.
- If you have uncategorized transactions, they will be called out on the right of the pie chart. Click this link or just click the uncategorized item on the pie chart. Alternatively, click the legend alert that appears to the right of the pie chart. Quicken displays a list of all uncategorized transactions.
- To assign categories or tags to these transactions, double-click the transaction and enter the desired category/tag into the respective fields. You can also create a new category, subcategory or tag and assign it to the transaction.
- As you assign categories, Quicken removes these categorized transactions from the list.
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