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You have the flexibility to modify categories, subcategories and tags at any time. Quicken then updates the details on all the transactions associated with the modified category/tag to reflect the new name and/or details.

Edit categories and subcategories

To edit categories or subcategories:

  1. In Quicken, choose Window > Categories.
  2. In the Categories window, select the category or subcategory.
  3. Click the Edit icon.
  4. Make the desired edits and click Save.

Edit tags

To edit tags:

  1. In Quicken, choose Window > Tags.
  2. In the Tags window, select the tag.
  3. Click the Edit icon.
  4. Make the desired edits and click Save.

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