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Downloaded transactions are not assigning categories correctly

Recently, some categories are automatically assigning unrelated categories. For example, gas station transactions, which used to be download with category Auto:Gas, often is categorized as Charity. How can I permanently assign a category to a specific Payee?

Best Answer

  • gooddog50
    gooddog50 Member ✭✭✭✭
    edited March 13 Accepted Answer
    You might look at how your memorized payee list is set up Linda. See the attached https://www.quicken.com/support/how-use-memorized-payee-list-quicken-windows for reference.
    I found for me that by locking a payee category helped prevent generating multiple categories or random category assignments for different payees. 
    Find the list thru Tools > Memorized Payee List
    It's also a good time to delete additional categories that may have been assigned to a payee over time if they are not being used.
    Good luck
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier

Answers

  • gooddog50
    gooddog50 Member ✭✭✭✭
    edited March 13 Accepted Answer
    You might look at how your memorized payee list is set up Linda. See the attached https://www.quicken.com/support/how-use-memorized-payee-list-quicken-windows for reference.
    I found for me that by locking a payee category helped prevent generating multiple categories or random category assignments for different payees. 
    Find the list thru Tools > Memorized Payee List
    It's also a good time to delete additional categories that may have been assigned to a payee over time if they are not being used.
    Good luck
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier
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