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This topic provides detailed information about the categories and tags that you can associate with your transactions.

You need to associate categories with your financial transactions. This is because categorized transactions drive key features such as reports, graphs, tax reporting, and budgets.
Tags add another layer of classification to help you manage your transactions and view reports. Although optional, they are useful in many situations. Learn more about categories, tags, and the differences between them.

Categories

Customize categories to fit your needs

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Quicken provides a comprehensive list of default categories and subcategories. However, if you are not using some of them, you can remove the unused ones from the list. To do this:

1. In Quicken, choose Window menu → Categories.
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2. In the Categories window, click the Action icon.
3. Select Remove Unused Categories.

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At some point in time, you might want to add a transaction with a category that you have not yet used. If you are not sure if it is available in the category list, you have the option of viewing all the unused categories and subcategories in the list. To do this:

1. In Quicken, choose Window menu → Categories.
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2. In the Categories window, click the Action icon.
3. Select Show Only Unused Categories. A list of all the categories and subcategories that you have not yet used is displayed.

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Quicken gives you the flexibility to change a category to a subcategory and vice-versa.
If you are using mobile and web sync, we recommend that that you sync just before and immediately after re-arranging your categories. This is to avoid any conflicts later and to ensure that you get the updated categories on your mobile.

1. In Quicken, choose Window menu → Categories.
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2. Drag and drop one category into another to make it a subcategory.
3. Drag and drop a subcategory out of a category to make it a top-level category.

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• When entering a new transaction: In the Tag field, enter the name of the new tag. The tag is automatically created when you save the transaction.
• In the Tags field, click Edit Tags... In the Tags window, select New Tag. Provide the required information and click Save.
• In Quicken, choose Window menu → Tags and create a new tag as described in the above option.
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Remove unused tags

Quicken provides a comprehensive list of default tags. However, if you are sure that you will not use some of them, you have the option to remove them from the list. To do this:

1. In Quicken, choose Window menu → Tags.
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2. In the Tags window, click the Action icon.
3. Select Remove Unused Tags.
   
   

View unused tags

To see if you have tags that are not currently used (not associated with a transaction):

1. In Quicken, choose Window menu → Tags.
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2. In the Tags window, click the Action icon.
3. Select Show Only Unused Tags.

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