Can't change category groups

I just moved to Home & Business 2011 from 2006.
Almost all categories were assigned automatically to Personal Expenses, a few (mostly incorrectly) to Business expenses. I have read other posts with variations of this problem--but contrary to what I read I do not seem to have the option to change the group a particular category is associated with.
Changing the Tax line item does NOT change the group assignment.

Any suggestions would be greatly appreciated.



All of your business expenses MUST be charged to Categories that have a Tax Line Item assigned.  Open up your Category List and the click on Options.  Make sure that "Show Tax Line Item" has a check in front of it.

The rest is easy, edit your categories and make sure that all of your Business Categories have the proper Tax Line Item assigned.  You also want to edit your Personal Expense Categories to make sure they do not have Tax Line Items assigned.

For example, your business telephone should be assigned a Tax Line Item of Schedule C:Utilities.
Was this answer helpful? Yes No
Default user avatars original d5efadcf497ea7b3d86c6f8d148d66633a29ce78fa8391af628adf32d9989354
1 additional answer

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us