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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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1. In Quicken, choose Window menu → Tags.
   
2. In the Tags window, click the Action icon.
3. Select Remove Unused Tags.
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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.
   
2. In the Tags window, click the Action icon.
3. Select Show Only Unused Tags.
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To restore the complete tag list, deselect the option Show Only Unused Tags.