When doing manual entries how can I get Quicken to "learn" the category for a payee?
dlh
Member ✭✭
I have a lot of manual entries. They're checks downloaded from my bank, for which I need to enter payee and category. The same payee is entered 2 or 3 times each year and I've been entering some of them for 5 years or more. I've been using Quicken for 10-15 years and this is a headache. The description from Quicken says it will learn what category to assign, but I don't see it happen. Any thoughts?
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Best Answer
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If you have the Subscription version of Quicken for Mac, wait a few days until the latest release (5.14) is pushed out to you. It is currently in staged release, and users are receiving it in batches.
5.14 now allows for setting up memorized payees and QuickFill rules which will address your concerns.
It was hard to keep quiet about this release while it was in beta as we know it was a feature many users wanted.6
Answers
-
If you have the Subscription version of Quicken for Mac, wait a few days until the latest release (5.14) is pushed out to you. It is currently in staged release, and users are receiving it in batches.
5.14 now allows for setting up memorized payees and QuickFill rules which will address your concerns.
It was hard to keep quiet about this release while it was in beta as we know it was a feature many users wanted.6 -
Fantastic!!!! Thanks so much.0
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