Assign category based on selected words in payee

Question

I'm going through months of transactions assigning them to categories. One time when I entered a category and selected Save, I got a dialog box that allowed me to auto assign a category based on words in the payee that I selected (clicked on in the dialogue box). I want to do that again (for example 'Prime Video nnnn' where nnnn is a series of unique numbers and I select only 'Prime Video'), but I can't find how to do that. Can someone tell me?

Also, is there a way to assign a category to multiple transactions from the same payee? Sometimes I am asked if I want to, which I, of course, choose. But sometimes it doesn't ask me. Not sure why it does that.

Thanks

GeoffG · Accepted Answer

What you are looking for is Memorized Payee. If you do F1 in Quicken and do a search, you will see how to setup and maintain.Also there is this article.How To Use The Memorized Payee List In Quicken for Windows