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How do I create my own categories to use in Quicken?

To create your own categories in Quicken:

  1. From the Category & Transfer list, click New on the button bar.
  2. Type in a name and optional description for the new category.
  3. Indicate whether the category is to track income or expenses.
  4. If you want the category to be a subcategory, select "Subcategory of " and enter the name of the parent category.
  5. If the category is for tracking tax-related transactions, select the Tax-related checkbox and choose a Form.
  6. Click OK.

Best regards,
Technical Support