How do I know the source of a category?
I know of 4 methods that categories get added:
1. Manually
2. QuickFill
3. Auto-Categorization in Desktop
4. Auto-Categorization in Cloud
For a given transaction, how do I know what method was used to generate the assigned category?
Best Answers
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If you enter a transaction manually, QuickFill is now used if available in your version. Otherwise categorization is whatever you entered. No data should get altered, including categorization for any data that already exists from synced data from Mobile/Quicken Cloud.
If you download data and have "Clean up Payee and categorization" preference turned on (On by default), then categorization is supplied from aggregated data from Quicken servers UNLESS the downloaded data gets matched to an already existing transaction entry...then it just keeps your already entered categorization.Why do you need to know the method? Are you trying to solve a problem?Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5 -
Do you have the "Clean up Payee and categorization" preference turned on or off?
Meanwhile, you may want to add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
Your VOTES matter!
Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5
Answers
-
If you enter a transaction manually, QuickFill is now used if available in your version. Otherwise categorization is whatever you entered. No data should get altered, including categorization for any data that already exists from synced data from Mobile/Quicken Cloud.
If you download data and have "Clean up Payee and categorization" preference turned on (On by default), then categorization is supplied from aggregated data from Quicken servers UNLESS the downloaded data gets matched to an already existing transaction entry...then it just keeps your already entered categorization.Why do you need to know the method? Are you trying to solve a problem?Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5 -
I have seen the totally undesired behavior of all the auto-characterization features changing my categories - this is bad software behavior. I cannot see how even one user of this software would want this software behavior. Now I have to go back and try to figure out what was changed “by an automatic feature” so I can fix all the damage that the auto characterization did. Unfortunately I do not see how to distinguish good (manual) categorization vs. bad (automatic) characterization.
Until Quicken provides a user friendly solution ( like providing the user a list of proposed transaction changes for user review and change/accept), I end up spending hours trying to fix the damage already. done.0 -
Do you have the "Clean up Payee and categorization" preference turned on or off?
Meanwhile, you may want to add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
Your VOTES matter!
Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
5 -
Yes, I have that feature turned OFF. It has been off.
I have now voted.
I really wish I had a Windows computer. Qwin is a much better, user-friendly and stable product. Qmac seems like alpha or beta release - I have not been able to get through a week without running into problems. The cloud behavior is partly to blame.1 -
You could use QWin on a Mac computer using a windows emulator. When I tried Mac's 2008-2011 I did this with Parallels but because of the lousy Mac laptop designs (they overheated, soldering RAM onto the motherboard etc.) and lack of service (they always wanted me to buy a new computer EVEN when I was calling about a support issue that Apple recognized as a problem) I went back to windows PC's.
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