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

ergeshmergle

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

UKR

Please take a look at this discussion and what's being suggested as a possible fix or workaround:

https://community.quicken.com/discussion/comment/20057221/#Comment_20057221

Maybe it'll help in your situation ...

Valderi

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

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.

UKR

Please take a look at this discussion and what's being suggested as a possible fix or workaround:

https://community.quicken.com/discussion/comment/20057221/#Comment_20057221

Maybe it'll help in your situation ...