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
In your register, double-click in the Category column for the transaction you wish to edit.
Start to enter the new category name or click the up and down arrows
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to see a list of categories.
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When you have selected the correct category, press the Return key. The new category will be entered.
See also: Split transactions
Change/assign a tag for a transaction
In your register, double-click in the Tag column for the transaction you wish to edit.
Start to enter the newtag name or click the up and down arrows
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- to see a list of tags.
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When you have selected the correct tag, press the Return key. The new tag will be entered.
Edit categories and subcategories
To edit categories or subcategories:
In Quicken, choose Window menu → Categories. Yes, there is a Window menu on Quicken for Mac. It's next to the Help menu. You can also use the keyboard shortcut Shift+Command+C.
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In the Categories window, select the category or subcategory.
Click the Edit icon.
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Make the desired edits. You can modify the Name, Description, and Tax-related status.
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Click Save.
Edit tags
To edit tags:
In Quicken, choose Window menu → Tags. Yes, there is a Window menu on Quicken for Mac. It's next to the Help menu. You can also use the keyboard shortcut Shift+Command+T.
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In the Tags window, select the tag.
Click the Edit icon.
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Make the desired edits. You can modify the Name, Color, and Description.
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You can see a preview of what the tag will look like under Preview.
Info title Emojis You can add emojis to your Name or Description. You can access emojis using fn+E or going to the Edit menu and selecting Emojis & Symbols.
If your Mac has a touch bar, you may also see suggested emojis there.
Click Save. Your changes will be saved.