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:
- In Quicken, choose Window > Categories.
- In the Categories window, select the category or subcategory.
- Click the Edit icon.
- Make the desired edits and click Save.
Edit tags
To edit tags:
- In Quicken, choose Window > Tags.
- In the Tags window, select the tag.
- Click the Edit icon.
- Make the desired edits and click Save.