Page Comparison

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

...

1. In Quicken, choose Window menu → Categories.
   
2. In the Categories window, click the Action icon.
3. Select Remove Unused Categories.

View unused categories and subcategories

At some point in time, you might want to add a transaction with a category that you have not yet used. If you are not sure if it is available in the category list, you have the option of viewing all the unused categories and subcategories in the list. To do this:

1. In Quicken, choose Window menu → Categories.
   Image Removed
2. In the Categories window, click the Action icon.
3. Select Show Only Unused Categories. A list of all the categories and subcategories that you have not yet used is displayed.

...

1. Unused Categories.

Re-arrange your categories

Quicken gives you the flexibility to change a category to a subcategory and vice-versa.
If you are using mobile and web sync, we recommend that that you sync just before and immediately after re-arranging your categories. This is to avoid any conflicts later and to ensure that you get the updated categories on your mobile.

1. In Quicken, choose Window menu → Categories.
   
2. Drag and drop one category into another to make it a subcategory.
3. Drag and drop a subcategory out of a category to make it a top-level category.

Tags

What are tags?

Tags provide an additional way to classify and group your transactions. They help you group and analyze all transactions related to a specific event. Let's understand this with an example.
You went on a vacation with your family and you need to keep track of all the expenses related to this vacation. It's very easy using tags! Just create the tag vacation and associate all your related transactions, from multiple categories, with this tag. Here are some transactions that you might associate with this tag:

• Dinner: Categorized as Food & Dining
• Fuel: Categorized as Auto & Transport
• Clothing: Categorized as Shopping

Later, to see the total cost of your vacation, run a custom report by including all transactions with the vacation tag.

Learn about creating, editing, and deleting tags to fit your needs.

...

1. In Quicken, choose Window menu → Tags.
   
2. In the Tags window, click the Action icon.
3. Select Remove Unused Tags.
   Image Added

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.
   Image Added

To restore the complete tag list, deselect the option Show Only Unused Tags.