how do i edit the category on payee list in quicken for mac

How Do I Edit The Category On Payee List In Quicken How To Tag Transactions

Since we spent the money at Dillards on a visit to our in-laws, were going to tag it as such.

Categories help you know where your money is coming from and exactly.

Quicken, the program also provides some categories to you for you to use.

Is it income, an expense, or will this be a subcategory Weve chosen Income since this is for the.

Just remember that a subcategory appears below its parent category.

Interested in learning more Why not take an online class in Quicken Tutorial.

This opens that accounts register -which is a list of transactions for that account.

Our only existing transaction in the snapshot above is when we entered our opening balance.

You can also mark the transaction as an ATM, deposit, a printed check, a transfer, or EFT (electronic funds transfer, such as with automatic bill pay).

You can also click the Edit List button to add a menu selection.

Were going to do this because we want to add debit - for debit card purchases.

Enter the Payee, or the person who you paidwrote the check to.

You can use this field just as you would the memo line on a paper check.

Were going to talk about tagging transactions in later in this article, so for now, lets hit Tab again and go to the Attachments column.

Click on the file once to select it, then click the Open button.

We can see our file is uploaded to Quicken, so we can click the Done button.

In this instance, the icon is for a Microsoft Word document.

If you want to use Quicken for tax planning, this is the choice youll want to make.

They appear on the right side of your Quicken screen, as shown below.

You might have to go through and change information you need to change.

The only difference will be that you will now enter charges and payments.

Tags give you another way, in addition to categories, to summarize your transactions.

How Do I Edit The Category On Payee List In Quicken How To Tag Transactions

Tags arent something you have to worry about if youre using Quicken for your personal finances, but were going to cover them briefly anyway by teaching you how to tag transactions.

How Do I Edit The Category On Payee List In Quicken For Mac