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Lock in a category for a specific payee? (Q Mac)

My transactions are automatically downloaded, and categorized. I want to change the default category for certain transactions.

Best Answer


  • Valderi
    Valderi Member ✭✭✭✭
    Go to "Memorized Payee list" by clicking on on "tools". Find your payee you want to change and "edit" its category. Your done!
    If you want to keep this category for this payee, Go to "Renaming rules" by clicking on on "tools". Click on "Do-not-rename Rules" and follow instructions "Add a Rule"...
  • RickO
    RickO SuperUser, Mac Beta Beta
    Renaming rules in QMac do not affect the category. This feature doesn't exist yet, but the product manager has indicated it's coming soon. 

    @Valderi You appear to be supplying answers for Quicken Windows. This and several other questions you have attempted to answer are in the Mac category. Please take that into account when answering.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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