How do you associate a category with a payee in Quicken Mac
Using Version 5.12.5 Home&Business
Many of my payees are associated with categories after transfer from Quicken Windows a year or so ago. (Mac version is terrific by the way). However, some recurring payees are not automatically associated with categories. I cannot figure out how to do this.
Appreciate your help
tom
Many of my payees are associated with categories after transfer from Quicken Windows a year or so ago. (Mac version is terrific by the way). However, some recurring payees are not automatically associated with categories. I cannot figure out how to do this.
Appreciate your help
tom
Tagged:
1
Best Answer
-
jacobs ✭✭✭✭✭
First, just making sure you're aware there is no Home & Business version of Quicken Mac. You can have a Home & Business subscription, but on the Mac platform, you're running the same program as Quicken Premier & Deluxe.
Next, there is no real association between Payees and categories. When you use an existing Payee, Quicken Mac will use the same category as the last transaction for that Payee. But if you use a different category this time, that different category is what it will use next time. What users have asked for, and the developers are working on, it the ability to "memorize" transactions, to lock in a particular category for a Payee, such the a one-time deviation won't change the category in the future.QMac 2007 & QMac Subscription • Quicken user since 19935
This discussion has been closed.
Answers
Next, there is no real association between Payees and categories. When you use an existing Payee, Quicken Mac will use the same category as the last transaction for that Payee. But if you use a different category this time, that different category is what it will use next time. What users have asked for, and the developers are working on, it the ability to "memorize" transactions, to lock in a particular category for a Payee, such the a one-time deviation won't change the category in the future.
Edit: I can't say with total certainty yet, but it seems the accounts that download via Quicken Connect vs Direct Connect have the errors I'm seeing. Categorization errors. Maybe the aggregation servers are handling categorization differently.
It is a fairly small annoyance .. as it is not that hard to reassociate, but it would be great if this worked.