Using Categories

A category identifies the purpose of a transaction so your reports, budgets, and tax tools stay accurate and meaningful. Use the built-in categories or create your own to match the way you track income and spending.

Using categories turns your transactions into meaningful insights. With accurate categorization, you can:

• Track spending patterns — instantly see where your money goes.

• Maximize tax deductions — properly categorize business expenses to ensure nothing is missed. (Quicken Business & Personal users only).

• Build accurate budgets — understand real trends and plan ahead with confidence.

• Separate business and personal spending — maintain clean, audit-ready records even when purchases come from the same places (Quicken Business & Personal users only).

A clear category structure improves accuracy, simplifies tax time, and strengthens your entire financial picture.

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