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To enter a spending transaction:
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Under Payee Information, enter basic information about the expense such as the payee, category, and memo. If this is payment for a loan reminder that you've set up in Quicken, much of the dialog will already be completed for you.
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In the Payee field, enter or verify who receives this payment. In the Category field, enter or verify the category or split assignments for the transaction. In the Memo field, enter a note. (Optional) You can display memo information in reports. |
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The Manage Categories tool is used to restore default categories. If you have accidentally or otherwise deleted a default category, you can restore it using Manage Categories. You can also add Quicken categories that may not usually be available, such as adding rental categories if you do not have the Quicken Business & Personal product tier.
- Select Tools menu → Category List.
- At the bottom of the Category List screen, select Options → Manage Categories.
- Select from the sections of available categories.
- Standard
- Business
- Investment
- Rentals and Royalties
On the left side, select the categories you want to add. A mark will appear by those categories.
Info title Unsure of what is missing? You have the option to Mark All. Do this if you are unsure what is missing or want to add everything. Quicken will not add duplicate categories.
- Select Add to add the selected categories to the Categories to add list on the right.
- Select OK. The categories will be be added.