Memorized Payee/Category for Mac

feivel

I'm using 2019 for Mac - version 5.8.1.  There seem to be threads going back years about a memorized payee/category for Mac, yet still there is nothing there.  All sorts of features and functions for the PC version that are still not there on Mac... I've read that the categories are automatically memorized from the last transaction, but when I change a category, it doesn't seem to affect the next instance that comes in.  Nothing is being memorized at all!  SUPER inconvenient.  How can we get this fixed???

mshiggins

Can you give an example of a payee/category you are having trouble with?

feivel

mshiggins said:

Can you give an example of a payee/category you are having trouble with?

For example: let's say I buy coffee at a coffee shop.  The bank statement has some weird obscure name for the payee, so quicken pulls the payee as "Van Leeuwen" and the category as "Home Furnishings".  So, I leave the payee name alone since I know what it is, and change the category to "Coffee Shop".  No problem.  

Then, the next day, I go to the same coffee shop, and again "Van Leeuwen" comes through as "Home Furnishings".  So again, I change it to "Coffee Shop".  Then again the next day, and the next, and the next, and the next.

There is no way to make Quicken automatically remember that every time the payee "Van Leeuwen" comes through, it should be categorized as "Coffee Shop".

jacobs

smayer97

feivel

feivel

RickO said:

Also, you might want to try unchecking (or checking) the option "Automatically improve the quality of downloaded payee names and categories" in Preferences > Connected Services.

What is this option supposed to do?  i.e. what should I notice if I check or uncheck this option?

jacobs

RickO said:

Also, you might want to try unchecking (or checking) the option "Automatically improve the quality of downloaded payee names and categories" in Preferences > Connected Services.

When it works as designed and well, it will replace a downloaded payee entry like "HD*23475 Home Depot-Smallville Store 23475" with "Home Depot" or "99230109345DEP-MOB/CITIBK" with "CitiBank". In many cases, it helps "clean up" cryptic downloaded Payee names into what you would enter as the name of the company. But in some cases, its substitutions make things worse or, in the worst cases, incorrect, so that's why you'd want to try it to see how well it works for you.

Peter Sidell

I don't care so much about the payee name for a downloaded credit card transaction - that is usually apparent. However i don't get why Quicken seems the need to abandon the set of categories I have used for 15 years and introduce its own more cumbersome categories so that each one needs to be corrected. With 30 or more transaction a week that is a big time waster.

Shelley@

I don't believe I was having this problem with Quicken Mac 2016 or 2017, but I'm definitely having it now-- since I delete all unused Quicken categories, all my downloaded transactions are downloaded as "uncategorized" since 2018 (I believe). A HUGE time waster.

Dori Kenneally

Dori Kenneally

smayer97

feivel

feivel

Unknown

RickO said:

Also, you might want to try unchecking (or checking) the option "Automatically improve the quality of downloaded payee names and categories" in Preferences > Connected Services.

That only changes the Payee, it doesn’t memorize the category

Unknown

I have just upgraded from Quicken for MAC 2017 to 2019.  The 2017 version worked fine.  My categories were automatically populated correctly.  Now every downloaded transaction comes in as uncategorized and I have to manually change it.

Unknown

Any update on this? In Quicken Windows, you can actually access the "Memorized Payee List". Is it possible to do so on the MAC?

feivel

Jan said:

Any update on this? In Quicken Windows, you can actually access the "Memorized Payee List". Is it possible to do so on the MAC?

No update as of yet... The "Memorized Payee List" is not available on the Mac, which exactly what this thread is requesting.  In another thread, there is talk that this is on the radar of the Quicken Mac team, but I have not seen anything official from Quicken to indicate if or when this feature will be available.

Unknown

What I don’t understand is my categories were correctly populated in Quicken for MAC 2017 (both quicken categories and my custom categories). This stopped working in Quicken for MAC 2019. Why? Unfortunately I waited two days after my 30 day money back guarantee to get a refund. Even though this does not work Quicken would not refund my money.

smayer97

posey

feivel

Unknown

smayer97

jacobs

feivel

posey

jacobs

Unknown

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