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About Categories

The whole point of using Quicken is to gain better control over your finances. To achieve that control, you’ll need to know where your money comes from and where your money goes. You use Quicken’s categories to track the flow of money. For example, when you buy food at the grocery store and record the transaction in a Quicken register, you can record it under the Groceries category. Later, when you’re curious about how much money you spend on groceries, you can create a report that adds up all of your grocery transactions. You can—and should—assign a category to each transaction that you enter into Quicken.

By categorizing all of your transactions in Quicken, you can generate reports and graphs about the details of your income and expenses; save time and money while preparing your tax returns; and get a clearer view of your financial picture.


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