How to match transactions automatically?

How can you get Quicken to match transactions automatically? If I pay a credit card bill from my checking account, there is a matching transaction in the credit card account. Quicken will always assign the wrong category and I'll have to manually change to a transfer to match.

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Answers

  • Quicken seems to always set specific payees to the same (random) category, which I have to change every single time. How can I get the payee assigned to a specific category? This seems so basic.
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    edited July 2019
    How To Use The Memorized Payee List In Quicken for Windows

    Didn't see this was a Mac question. Don't know if Mac supports Memorized payees.
    Quicken Subscription HBRP - Windows 10
  • Thanks, i'm on a Mac, so not applicable
  • Valderi
    Valderi Member ✭✭✭✭
    Try to go to "Tools" + "Memorized Payee List" and edit the payee with the good category. 
  • This is quicken mac, no tools menu or memorized payee list.
  • Thank you. That explains it. Wasn't logical such a basic feature was missing from the product.
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