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Edit categories and tags

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.

Edit categories and subcategories

To edit categories or subcategories:

  1. In Quicken, choose Window > Categories.
  2. In the Categories window, select the category or subcategory.
  3. Click the Edit icon.
  4. Make the desired edits and click Save.

Edit tags

To edit tags:

  1. In Quicken, choose Window > Tags.
  2. In the Tags window, select the tag.
  3. Click the Edit icon.
  4. Make the desired edits and click Save.

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