I wanted to create a new business expense category in Quicken 2014 named Hardware. But when I created a new expense category, the category always defaulted to be a personal expense. I could not locate a means to specify that I wanted the new category to be in the business rather than personal group and I didn't see any way to change the classification to business after the category was created. I could put the new business expense category as a subcategory beneath an existing business category, but that is not what I wanted to do. There is a way to put the new category as a top-level category in the business group rather than have it be a subcategory, though, by first creating it as a subcategory and then changing it.
- Click on Tools.
- Select Category List.
- Click on the Add Category button.
- Type a name for the new category in the Category Name field.
- Select the Subcategory of radio button and pick a business category, such as "Supplies (Business)". Add a description if you like.
- Click on the Tax Reporting tab and make any changes, if any are needed, there.
- Click on OK.
- Right-click on the new category in the category list, then select the Expense radio button, rather than the Subcategory of one.
- Click on OK.
- Click on Done to close the Category List window.
The category will remain as a business category after the change.
