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.

Change/assign a category for a transaction

1. In your register, double-click in the Category column for the transaction you wish to edit.
2. Start to enter the new category name or click the up and down arrows to see a list of categories.
   
3. When you have the correct category, press the Return key. The new category will be entered.

Change/assign a tag for a transaction

1. In your register, double-click in the Tag column for the transaction you wish to edit.
2. Start to enter the new tag name or click the up and down arrows to see a list of tags.
   
3. When you have the correct tag, press the Return key. The new tag will be entered.

Edit categories and subcategories

To edit categories or subcategories:

1. 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. 
   
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. 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.
   
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.