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To edit categories or subcategories:
- In Quicken, choose Window menu → Categories.
- In the Categories window, select the category or subcategory.
- Click the Edit icon.
- Make the desired edits. You can modify the Name, Description, and Tax-related status.
- Click Save.
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To edit tags:
- In Quicken, choose Window → Tags menu → Tags.
- In the Tags window, select the tag.
- Click the Edit icon.
- Make the desired edits. You can modify the Name and Description.
- Click Save.