Where is the drag-to-learn function documented?

CraigC2019

I've read a couple posts about a technique to edit a transaction in QMac by creating a new transaction with the desired payee name and category and then dragging the original transaction on top of it. Is this function documented anywhere and what does it learn?

UKR

Normally, you'd have a manually entered transaction with correct Payee and Category recorded first, then you download new transactions.

If Quicken doesn't automatically match the downloaded transaction to the one you entered, you can drag the downloaded transaction over the manually entered transaction. This should make Quicken remember what to do next time this Payee comes along.

More details should be available in the links below.

Are you new to Quicken Mac (2015 and newer)?

Welcome.
If you haven't done so already, please review these videos for more information about Quicken Mac
https://www.youtube.com/user/QuickenMac/videos

Getting Started with Quicken for Mac
https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac https://www.quicken.com/quicken-tips with links to more information and videos

Click Help / Quicken Help for additional help on Quicken functions and features.

jacobs

CraigC2019 said:

I've read a couple posts about a technique to edit a transaction in QMac by creating a new transaction with the desired payee name and category and then dragging the original transaction on top of it. Is this function documented anywhere and what does it learn?

In Help (Help menu > Quicken Help > Banking > Downloading transactions), it does talk about how to manually match transactions, but it doesn't explicitly talk about "teaching" Quicken by doing this:

smayer97

In short, this is not documented anywhere.

Michael Putzel

QMac17 never seems to learn my categorizations. When my CapOne credit card gets downloaded to Quicken, I have to change all the assumed categories manually every month. I thought Quicken was supposed to learn my categories and follow them. 

smayer97

Read the reply by @Quicken Marcus here:
https://community.quicken.com/discussion/comment/19990539/#Comment_19990539