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  1. In Quicken, choose Window → Categories.
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  2. In the Categories window, select the category or subcategory.
  3. Click the Edit icon.
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  4. Make the desired edits and click Save.

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  1. In Quicken, choose Window → Tags.
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  2. In the Tags window, select the tag.
  3. Click the Edit icon.
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  4. Make the desired edits and click Save.