Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Auto-categorize transactions based on which account the transaction occurred

I'd like to auto-categorize transactions based on which bank account the transaction was made.

Is this possible?

Currently, in my memorized payee list 'Amazon' is set to auto-categorize as 'Shopping (Personal Expense)'

This is fine as I do most of my Amazon shopping via my personal checking account.

However, sometimes I make business related Amazon purchases. This is a purchase done through my business checking account and don't want it to be auto-classified as a personal expense. I want it be auto-categorize as a 'Misc. Expense (Business)'.

So my question is, is it possible to auto-categorize transactions based on which account the transaction occurred?

Comments

Sign In or Register to comment.