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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
Automated Category Assignment for downloaded transactions
threazy
One of the MOST annoying behaviors of Quicken is the way it ALWAYS seems to mis-assign categories. Here's a very simple suggestion for category assignment for downloaded transactions: When a transaction is downloaded, look for the latest entry in the account with the same Payee and use THAT category. It is so annoying having to make the same category changes every time I download the same transaction(s) each month.
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GeoffG
This has always been available.
How does Quicken suggest categories and payees?
How To Use The Memorized Payee List In Quicken for Windows
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GeoffG
This has always been available.
How does Quicken suggest categories and payees?
How To Use The Memorized Payee List In Quicken for Windows
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