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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- In Quicken, choose Window menu → Categories.
- In the Categories window, click the Action icon.
- Select Show Only Unused Categories. A list of all the categories and subcategories that you have not yet used is displayed.
To restore the complete category list, deselect the option Show Only Unused Categories.
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