Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Automatic Categorization Not Learning

Hello –

On Quicken for Mac 2019. I've set up several custom categories. The documentation I've found online tells me that there's no way to set up specific rules (e.g. Payee contains "Foo" so categorize to "Bar") for categories, but that the software will learn from past categorizations. I've been consistently recategorizing certain Payees to the same categories for three months, and it hasn't learned. Is there any way to override this behavior so I don't have to manually categorize each transaction?

Thank you.

Best Answer

Answers

This discussion has been closed.