

Editing, changing, or deleting a category or subcategoryĬategory groups give you a simplified picture of your finances when you create reports. When your life circumstances change (for example, if you become a parent), it is usually more efficient to add all the categories from the appropriate list.

For example, you can create subcategories under the Recreation category to track how much you spend on specific activities. You can add detail by creating subcategories within a category.You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need.Select if this is going to be an Income or Expense type, or if it will be a Subcategory of a broader parent category.Type in a Category Name and Description.Choose New Category, which is located at the upper right of the Category List window.From the Quicken Tools menu, choose Category List.
