My downloaded transactions are all categorized to Entertainment. I have know idea how to stop this.
Comments
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And what Payee Name is assigned to these transactions?
What is the downloaded Payee Name as it comes down from the bank?
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Various payees & deposits. Metro Water, Kroger, Insurance companies. The payee downloaded is correct. Happens with Income & expenses. Most everything is categorized as "Entertainment" I don't know how to attach a pdf to show you.
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You can't attach PDF files.Various payees & deposits. Metro Water, Kroger, Insurance companies. The payee downloaded is correct. Happens with Income & expenses. Most everything is categorized as "Entertainment" I don't know how to attach a pdf to show you.
The
Windows Snipping Tool (available with Windows 7 and up) can be used to capture
a partial screen image and save it to a file.
Microsoft Paint can be used to annotate the image.
https://support.microsoft.com/en-us/help/13776/windows-use-snipping-tool-to-capture-screenshots
To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361
Please create image files of type PNG, JPG or GIF only.
To attach the image here, start composing your reply. At the bottom of the text
entry window on the webpage you'll see a row of icons beginning with B I U
S
Click the camera icon (not the video camera icon). It will allow you to select
and upload the captured image file from your computer. The captured image will
be inserted at wherever the cursor is located in the text.
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What do transactions for these vendors look like in the Memorized Payee List (MPL)?
If the category is stored incorrectly in the MPL entry for Kroger, for example, any new transactions created from a download are likely going to be incorrect.
Re-memorize a correct register transaction to replace the bad MPL entry or edit the MPL entry to correct it. Consider using the "lock" function to prevent MPL entries from getting changed.
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Don't know if I'll get the Category thing cleared up but I learned how to use the Snipping Tool!! Thank you.Various payees & deposits. Metro Water, Kroger, Insurance companies. The payee downloaded is correct. Happens with Income & expenses. Most everything is categorized as "Entertainment" I don't know how to attach a pdf to show you.
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Here is a screen shot. Thanks for the Snipping Tool tutorial. As you can see the transactions come in as Entertainment. I don't have anything categorized on the bank side.Two of these transactions are income.And what Payee Name is assigned to these transactions?
What is the downloaded Payee Name as it comes down from the bank?
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Good suggestion. Kroger does have Entertainment in the Category of MPL. HOWEVER, other payees don't. If I hit Delete while on the the MPL screen will that just delete Memorized Payees? I don't mind starting over & creating new Memorized Payees as I go. This is used for personal bookkeeping now so I don't have a lot of transactions monthly. Also, let me say I don't generally Memorize transactions. I just fill in the category while I'm reconciling. Thx.
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Working with MPL entries does not touch existing categories.Good suggestion. Kroger does have Entertainment in the Category of MPL. HOWEVER, other payees don't. If I hit Delete while on the the MPL screen will that just delete Memorized Payees? I don't mind starting over & creating new Memorized Payees as I go. This is used for personal bookkeeping now so I don't have a lot of transactions monthly. Also, let me say I don't generally Memorize transactions. I just fill in the category while I'm reconciling. Thx.
However, do be sure to have (or create) a backup of your Quicken data file before you start working on unraveling this mystery. Nothing worse than working on making changes for several hours and then something goes wrong.0 -
Are you
automatically accepting downloaded transactions into your registers?You should, at least
for a while, turn off the "automatically accept downloaded transactions
into registers" setting to gain better control over what is downloaded and
what to do with it. Review each downloaded transaction, make changes if necessary
(e.g., to get a payee name = "Starbucks" instead of "POS TRANS
070116 STARBU" or to assign a proper category) before you click to accept each
transaction.Any changes you make
to downloaded Payee Names are remembered in Renaming Rules.Any other changes
you make (add/change Category or Memo text) are remembered in the Memorized
Payee List.Next time the same
transaction for this Payee comes along, Quicken should remember and give you a
better new register transaction.
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Thanks. I give your suggestions a try. I'll come back & mark this Closed. Really appreciate your help.0