Home Quicken for Windows Download, Add/Update Accounts (Windows)

Memorize Payee Category for specific accounts (edited)

alkmiealkmie Member ✭✭
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.

Best Answer


  • Tom YoungTom Young SuperUser ✭✭✭✭✭
    I guess one way of doing this would be to use slightly different payee names - 711a and 711b.
  • alkmiealkmie Member ✭✭
    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
This discussion has been closed.