Warren Roach said:
I am having problems getting this to work, mainly because of the way Quicken is downloading information on transactions. In the TYPE column, it is displaying Interest Income instead of PAYMENT/DEPOSIT. This happens to be TDAmeritrade. If I manually change the TYPE, then I can go back and batch change the category. I have several accounts from different firms that are downloading and displaying strange information. Either it is the format that they are sending or Quicken is not interpreting the downloaded information correctly. For me, this started happened shortly after Intuit sold Quicken.