How do you associate a category with a payee in Quicken Mac

tcoates

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

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. 

feivel

I don't believe this is yet possible in the Mac version. They VERY recently released an update that allows for payee rules that allow for fixed naming of payees on future transactions. However, these rules do not yet allow for an assigned of a category to a specific payee. I'm hopeful that this will come in the future.

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. 

tcoates

Thanks for the comment .. not sure it is remembering the last association either , but will watch the response more closely .. i remember from Windows verion that you could memorize the transactions .. so it will be great when this is implemented.

[email protected]

What I'm now seeing is that if I enter a manual transaction, it remembers the previously used category. If I download transactions, it doesn't. 5.12.5.

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.

tcoates

All my accounts are downloaded, i rarely enter them manually. and some of them, in fact most of them are remembered, but these may be left over from accounts i uploaded when i converted from Windows to Mac about a year or so ago. When i edit new ones that are downloaded, they dont seem to stick.

It is a fairly small annoyance .. as it is not that hard to reassociate, but it would be great if this worked.