Downloaded transactions are not assigning categories correctly
Linda Tommela
Quicken Windows Subscription Member ✭✭
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?
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Best Answer
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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 luckQuicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
Windows 10 Pro 64 Bit, Core i7
Quicken Premier Subscription0
Answers
-
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 luckQuicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
Windows 10 Pro 64 Bit, Core i7
Quicken Premier Subscription0
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