How do I teach Quicken for MAC to remember a category for a payee that I frequently use each month

Sue R.

After I download the quarterly transactions from my business account, I have to change the categories that Quicken has assigned the payees. I have to do this for every transaction even though many of the payees and deposits are the same each month. Why can't Quicken remember the category? Quicken 2007 was able to do this. This is very time consuming and tedious. And frustrating!

jacobs

@Sue R. You can read many complaints about this subject on this forum. (I compiled a list of some of the recent ones in the hope the product manager will see them and grasp how significant a problem this is -- and I'll add yours.) The product manager has said they're working on a revamp of saved transactions, but we don't know when that update will become available (or whether they can implement some partial fix in the more near future.)

jacobs

@Sue R. You can read many complaints about this subject on this forum. (I compiled a list of some of the recent ones in the hope the product manager will see them and grasp how significant a problem this is -- and I'll add yours.) The product manager has said they're working on a revamp of saved transactions, but we don't know when that update will become available (or whether they can implement some partial fix in the more near future.)

Sue R.

Thank you for your reply. I did see a lot of complaints in the forum but some were dated awhile ago and I thought maybe the recent fixes that Quicken made might have resolved them. But I guess not.