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 menu → Categories. Yes, there is a Window menu on the Quicken for Mac. It's right next to the Help menu.
   
2. In the Categories window, select the category or subcategory.
3. Click the Edit icon.
   
4. Make the desired edits. You can modify the Name, Description, and Tax-related status.
   
5. Click Save.

Edit tags

To edit tags:

1. In Quicken, choose Window menu → Tags.
   
2. In the Tags window, select the tag.
3. Click the Edit icon.
   
4. Make the desired edits. You can modify the Name and Description.
   
5. Click Save.