how do I automatically add a category to a recurring payee

outdoordave1948
outdoordave1948 Member ✭
edited June 2022 in Paying Bills, Online Billers & Reminders (Windows)
how do I automatically add a category to a recurring payee

Best Answer

  • The Keeper
    The Keeper Member ✭✭✭✭
    Answer ✓
    1. find the payee in your memorized payee list
    2. Click on the payee and a menu will appear to the far right of the payee
    3. click on edit
    4. The payee will automatically appear in the payee window
    5. Select a category by clicking on the arrow to the right of the category window. If you want the "amount" to appear each time you enter the payee in the register then enter an amount in the amount window. If the amount is going to change each month then you can leave the amount blank
    6. If you want a description in the memo window then enter a description such as "Car Payment" - "Electric Bill" etc
    7. Select OK
    The next time you enter a payee in the register it will automatically be categorized including any of the information you have entered above

Answers

  • The Keeper
    The Keeper Member ✭✭✭✭
    Answer ✓
    1. find the payee in your memorized payee list
    2. Click on the payee and a menu will appear to the far right of the payee
    3. click on edit
    4. The payee will automatically appear in the payee window
    5. Select a category by clicking on the arrow to the right of the category window. If you want the "amount" to appear each time you enter the payee in the register then enter an amount in the amount window. If the amount is going to change each month then you can leave the amount blank
    6. If you want a description in the memo window then enter a description such as "Car Payment" - "Electric Bill" etc
    7. Select OK
    The next time you enter a payee in the register it will automatically be categorized including any of the information you have entered above
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