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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.mshiggins said:Can you give an example of a payee/category you are having trouble with?
Meanwhile, you can add your VOTE to Have Local Rules for Renaming Payees.jacobs said:First: try creating a manual transaction with the Payee name you'd like, and the category you'd like, the date of your next visit, and any amount. Then download transactions from your bank. Now drag the downloaded bank transaction over top of the one you entered manually. Quicken should merge the two transactions into one, retaining the amount and date from the bank and everything else from your manual entry. After that, the next time you have a transaction from the same Payee, Quicken should have "learned" how you want it named and categorized, and will automatically change it upon download.
That's the way it's supposed to work. It seems to work in some instances, but not all. Try it and see how it does for you.
Since the system isn't perfect, Quicken obviously needs the ability for users to create and edit renaming rules. This capability, which exists in Quicken Windows, doesn't currently exist in Quicken Mac. This has been a repeated topic on this forum, and earlier this year, there have been a few hints from the Mac product manager that this is something they're working on, so hopefully sometime in the next few months, we'll see a rollout of new functionality in this area.
I will try this, and post if it works or not. Thank you.jacobs said:First: try creating a manual transaction with the Payee name you'd like, and the category you'd like, the date of your next visit, and any amount. Then download transactions from your bank. Now drag the downloaded bank transaction over top of the one you entered manually. Quicken should merge the two transactions into one, retaining the amount and date from the bank and everything else from your manual entry. After that, the next time you have a transaction from the same Payee, Quicken should have "learned" how you want it named and categorized, and will automatically change it upon download.
That's the way it's supposed to work. It seems to work in some instances, but not all. Try it and see how it does for you.
Since the system isn't perfect, Quicken obviously needs the ability for users to create and edit renaming rules. This capability, which exists in Quicken Windows, doesn't currently exist in Quicken Mac. This has been a repeated topic on this forum, and earlier this year, there have been a few hints from the Mac product manager that this is something they're working on, so hopefully sometime in the next few months, we'll see a rollout of new functionality in this area.
What is this option supposed to do? i.e. what should I notice if I check or uncheck this option?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.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.
Interesting idea, but no way I can do this for my family of 5 spread across the country with all of our different credit cards and merchants. That would be incredibly time consuming also.jacobs said:First: try creating a manual transaction with the Payee name you'd like, and the category you'd like, the date of your next visit, and any amount. Then download transactions from your bank. Now drag the downloaded bank transaction over top of the one you entered manually. Quicken should merge the two transactions into one, retaining the amount and date from the bank and everything else from your manual entry. After that, the next time you have a transaction from the same Payee, Quicken should have "learned" how you want it named and categorized, and will automatically change it upon download.
That's the way it's supposed to work. It seems to work in some instances, but not all. Try it and see how it does for you.
Since the system isn't perfect, Quicken obviously needs the ability for users to create and edit renaming rules. This capability, which exists in Quicken Windows, doesn't currently exist in Quicken Mac. This has been a repeated topic on this forum, and earlier this year, there have been a few hints from the Mac product manager that this is something they're working on, so hopefully sometime in the next few months, we'll see a rollout of new functionality in this area.
In case you are not aware, there is batch editing available if that can help, as a stop-gap measure. You can select multiple transactions in any register view, then open the Transaction Info window. There you can batch edit transactions:Dori Kenneally said:Having to edit every single transaction to correct the "category" is the biggest time waster. I would never have purchased Quicken for Mac when I went from PC to Mac if I had known how disappointing and inferior it operates here.
On my PC, all the categories auto memorize like they're supposed to. Many of the Quicken functions work much better on a PC. I'm upset because I contacted Quicken and asked all of these questions ahead of my purchase.
It didn’t work anyway...jacobs said:First: try creating a manual transaction with the Payee name you'd like, and the category you'd like, the date of your next visit, and any amount. Then download transactions from your bank. Now drag the downloaded bank transaction over top of the one you entered manually. Quicken should merge the two transactions into one, retaining the amount and date from the bank and everything else from your manual entry. After that, the next time you have a transaction from the same Payee, Quicken should have "learned" how you want it named and categorized, and will automatically change it upon download.
That's the way it's supposed to work. It seems to work in some instances, but not all. Try it and see how it does for you.
Since the system isn't perfect, Quicken obviously needs the ability for users to create and edit renaming rules. This capability, which exists in Quicken Windows, doesn't currently exist in Quicken Mac. This has been a repeated topic on this forum, and earlier this year, there have been a few hints from the Mac product manager that this is something they're working on, so hopefully sometime in the next few months, we'll see a rollout of new functionality in this area.
That is only helpful if you let your transactions sit unedited until you have a bunch to change all at once. That doesn’t help when you want to keep your accounts updated regularly, or when you have a bunch of transactions you need to be categorized differently. I appreciate the attempt, but I’m not sure you fully understood the problem being presented...Dori Kenneally said:Having to edit every single transaction to correct the "category" is the biggest time waster. I would never have purchased Quicken for Mac when I went from PC to Mac if I had known how disappointing and inferior it operates here.
On my PC, all the categories auto memorize like they're supposed to. Many of the Quicken functions work much better on a PC. I'm upset because I contacted Quicken and asked all of these questions ahead of my purchase.
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.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?
Keep in mind that Renaming Rules and Categorization are actually 2 different features though they appear to work in tandem. There is a hint from Marcus that this is being worked on but true, no ETA...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?
That's also why I left Mint for Quickenposey said:This seems like such a basic function and one that should be addressed. It is sad that Quicken does not provide more information to its users. If it won't be done til 2020 or 2021 at least just tell us so that we know.
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.
I also have this problem. My most recently entered categories were remembered correctly in QM2017, but I hate the way QM2019 works. If I check "Automatically improve the quality of downloaded payee names and categories" in Preferences/Connected services, then Quicken does a halfway decent job in renaming the payees, but it assigns new categories that have nothing to do with the way I have been managing my finances. If I uncheck the preference, then all transactions come in with a category of "Uncategorized".Pat K said: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.
This is a problem, not an IDEA so you are on the right thread ;-)Pat K said: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.
Posey, there are a lot of features different users consider to be "basic functions that should be addressed." Ask the people clamoring for budgets that allow transfers for loans or savings. Or the users pleading for reports by categories versus tags. Or Payee renaming rules... memorized transactions... more flexible scheduled transactions... improved investment tracking... more types of loans... you get the idea.posey said:This seems like such a basic function and one that should be addressed. It is sad that Quicken does not provide more information to its users. If it won't be done til 2020 or 2021 at least just tell us so that we know.
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.
@jacobs, let me start by saying that I absolutely agree that nothing is more basic than anything other feature request, and that transparency is not likely to happen. However, I do not think transparency unreasonable, and I take some issue with the reasons you gave.posey said:This seems like such a basic function and one that should be addressed. It is sad that Quicken does not provide more information to its users. If it won't be done til 2020 or 2021 at least just tell us so that we know.
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.
@Jacobsposey said:This seems like such a basic function and one that should be addressed. It is sad that Quicken does not provide more information to its users. If it won't be done til 2020 or 2021 at least just tell us so that we know.
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.
@feivel, you can choose to believe what you want, but I can tell you that Quicken representatives have cited both competitive pressures and shifting priorities/development schedules as reasons they don’t pre-announce more about what they’re working on.posey said:This seems like such a basic function and one that should be addressed. It is sad that Quicken does not provide more information to its users. If it won't be done til 2020 or 2021 at least just tell us so that we know.
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.