Assign categories and tags to uncategorized transactions
When you enter transactions manually, you should assign categories and tags as you enter the details about the transaction.
Whereas, when you download transactions, Quicken automatically assigns categories to the transactions whose payees it recognizes. However, there might be some transactions whose payee Quicken does not recognize. These transactions will be listed as uncategorized in Quicken. You can identify these transactions easily on the Spending tab in your account register and then assign categories or tags to them.
Review newly downloaded transactions for category assignment
You need to review your newly downloaded transactions (marked by the icon
to check whether they are associated with a category. To review and assign categories to your latest transactions:
From the sidebar, select the account or group of accounts you'd like to review. You can select a specific account, a group of accounts (e.g., Savings or Banking), or All Transactions.
Open the Transactions tab in your account register. You can see a list of your transactions.
From the Status filter, select Last Downloaded. This will filter your selected account register to display only those transactions that were added during the most recent download.
To assign categories or tags to these transactions, double-click the transaction and enter the desired category, and tag into the respective fields. You can also create a new category, subcategory, or tag and assign it to the transaction.
As you assign categories, Quicken removes these categorized transactions from the list.
Review transactions in the Spending and Income tabs/views
To review and assign categories/tags to transactions from these tabs:
From the sidebar, select the account or group of accounts you'd like to review.
If you have uncategorized transactions, they will be called out on the right of the pie chart. Click this link or just click the uncategorized item on the pie chart. Alternatively, click the legend alert that appears to the right of the pie chart. Quicken displays a list of all uncategorized transactions.
To assign categories or tags to these transactions, double-click the transaction and enter the desired category/tag into the respective fields. You can also create a new category, subcategory, or tag and assign it to the transaction.
As you assign categories, Quicken removes these categorized transactions from the list.