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You have the flexibility to modify categories, subcategories, and tags at any time. Quicken then updates the details on all the transactions associated with the modified category/tag to reflect the new name and/or details.

Change/assign a category for a transaction

  1. In your register, double-click in the Category column for the transaction you wish to edit.
  2. Start to enter the new Category category name or click the up and down arrows to see a list of categories.
  3. When you have the correct category, press the Return key. The new category will be entered.

Change/assign a tag for a transaction

  1. In your register, double-click in the Tag column for the transaction you wish to edit.
  2. Start to enter the new tag name or click the up and down arrows Image Added to see a list of categories.
    Image Added
  3. When you have the correct tag, press the Return key. The new category will be entered.

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