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- In Quicken, choose Window menu → Categories. Yes, there is a Window menu on the Quicken for Mac. It's right next to the Help menu. You can also use the keyboard shortcut Shift+Command+C.
- 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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- In Quicken, choose Window menu → Tags. Yes, there is a Window menu on the Quicken for Mac. It's right next to the Help menu. You can also use the keyboard shortcut Shift+Command+T.
- In the Tags window, select the tag.
- Click the Edit icon.
- Make the desired edits. You can modify the Name and Description.
- Click Save.