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Add Categories from a Situational List in Quicken 2013 or 2014

Quicken keeps lists of categories that are standard for people in certain situations, including Quicken users who are married, homeowners, real estate investors, and business owners.

To use these situational lists as a source of new categories, follow these steps:

  1. Choose Tools→Category List on the menu bar.

    Quicken displays the Category List window.

  2. Click the Options button and then choose the Manage Categories command from the menu.

    Quicken displays the Manage Categories dialog box. This window lists the categories that may be useful in certain situations.

  3. Select one of the situational lists.

    Open the Available Categories drop-down list box — you can do this simply by clicking the box — and select the situational list of categories you want to display: standard, married, homeowner, business, children, investment, or rents and royalties. Quicken displays the categories from the situational list selected.

  4. Select the categories you want to add.

    Click the categories in the Categories list that you want to add. Quicken marks the categories you select with a check. You can, by the way, mark all the categories shown in the situational list by clicking the Mark All button. You can unmark all the “marked” categories by clicking the Clear All button.

  5. Add the selected categories.

    After you mark the categories you want to add, click the Add button. Quicken adds the categories to the Categories To Add list. To complete the addition of the categories, click Add.

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