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"...

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 ...