What are Quicken category groups?

Category groups organize your categories. For example, all of the categories related to your spending are grouped together in a category group called Personal Expenses. And all of the categories related to your income are grouped together in the Personal Income category group.

Can you group accounts in Quicken?

Accounts are grouped by primary use (for example, spending accounts are for paying ongoing personal and household expenses while brokerage accounts are for tracking investments). Within certain limitations, it is possible to move an account from one group to another to customize the way Quicken displays your finances.

Is Quicken going to be discontinued?

When Quicken was sold in 2016, some thought that spelled the end of the software. Find out if Quicken will really stick around in 2021 and beyond….How to Find Your Subscription Expiration Date.

Product Discontinuation Date
Quicken 2016 Windows and Mac April 30, 2019
Quicken 2017 US Windows and Mac April 30, 2020

How do I organize categories in Quicken?

How to Categorize Your Transactions

  1. Quicken assigns categories to your transactions when it downloads them from your bank.
  2. In most cases, Quicken can accurately guess the category.
  3. Use the Spending tab to categorize transactions.
  4. Click the Spending tab.
  5. Click the transaction that you want to change the category for.

What’s the difference between Quicken and QuickBooks?

QuickBooks focuses on the accounting processes of small businesses whereas Quicken focuses on the finances of individuals and families. QuickBooks also offers an online version of their software that many businesses can use, while Quicken focuses on providing local software that is accessed on individual computers.

How many categories can you have in Quicken?

three category groups
Out of the box, Quicken includes three category groups: Income, Discretionary, and Mandatory Expenses.

How do I categorize multiple transactions in Quicken?


  1. Select a register or group register (eg.
  2. Click the magnifying glass in the search box (top right), and select Payee.
  3. Click menu Edit > Select All.
  4. Click menu File > Get Info.
  5. Enter the new category in the Category field and click OK.

How do I add a subcategory in Quicken?


  1. From the Quicken Tools menu, choose Category List.
  2. Choose New Category, which is located at the upper right of the Category List window.
  3. Type in a Category Name and Description.
  4. Select if this is going to be an Income or Expense type, or if it will be a Subcategory of a broader parent category.

Is there anything better than Quicken?

8 Quicken Alternatives.

  • Personal Capital. Fees: Free; investment services start at 0.89% based on account balance.
  • You Need a Budget (YNAB) Fees: $11.99 per month or $84 annually; free 34 day trial.
  • Pocketsmith. Fees: Free; $9.95 or $19.95 a month, $89 or $169 annually.
  • Betterment.
  • Mint.
  • GoodBudget.
  • HomeBudget.
  • Do I have to buy Quicken every year?

    Quicken Pricing Quicken, like many other personal finance software applications, has shifted to a subscription model. You pay every year. You can see that, because the high-end P.C. version of Quicken has more features, it costs more than the Mac version.

    Can I convert Quicken to QuickBooks?

    Quicken data (Windows only) can be converted to QuickBooks using the data converter built into the QuickBooks software. Complete information is available on the QuickBooks support site. For QuickBooks Online, go here. For QuickBooks Desktop, go here.

    What can I do with my quicken account?

    With Quicken, you can view your banking, investment, retirement, and credit card accounts – all in one place.* a glance. With Quicken, you can view your

    How are categories and subcategories used in Quicken?

    In Quicken, categories and subcategories are used to classify and group your transactions. This grouping is displayed in reports and graphs that help you easily analyze your transactions.

    What’s the latest version of Quicken for Windows?

    Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

    When do I get 10% off on Quicken?

    Safe and secure. Quicken protects your data with robust 256-bit encryption. † Limited time offer of 10% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home, Business & Rental Property for the first year only when you order directly from Quicken by September 30, 2019, 11:59 PM PST.