Memorize Payee Category for specific accounts (edited)

alkmie

Using 711 as an example. I use them for both personal and business. Is there anyway to memorize and auto categorize them separately for the accounts they are drawn from.

IE tag 711 from business account as business expense and then also tag 711 from my personal account as a personal expense.

I know how to auto categorize, its just quicken seems to tag them whatever I set under both accounts which means I have to manual fix one no matter which way I set it up.

Tom Young

I know of no way to somehow tell Quicken "if a download that includes PayeeX goes into Account A use this group of Categories and if it goes into Account B use this other group of Categories."  Now that I think about it further my original suggestion doesn't make much sense and probably wouldn't be helpful.

If there's some regularity in transactions, e.g., the "business" transactions occur on the 10th and the 21st, then Reminders could be useful, but other than that I'm pretty much drawing a blank. 

Tom Young

I guess one way of doing this would be to use slightly different payee names - 711a and 711b.

alkmie

I suppose there is not filter or tag option that is account specific? either in renaming or payee memorize. your suggestion would work sometimes but since its sorta random and the same-ish 711 it wouldn't be as 100% accurate as it would be if the business account just used business categorizing instead of tag a lot of things personal. Thanks for the tip tho as it may come in handy in other examples

Tom Young

I know of no way to somehow tell Quicken "if a download that includes PayeeX goes into Account A use this group of Categories and if it goes into Account B use this other group of Categories."  Now that I think about it further my original suggestion doesn't make much sense and probably wouldn't be helpful.

If there's some regularity in transactions, e.g., the "business" transactions occur on the 10th and the 21st, then Reminders could be useful, but other than that I'm pretty much drawing a blank.