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Quicken Classic for Windows
Paying Bills, Online Billers & Reminders (Windows)
how do I automatically add a category to a recurring payee
outdoordave1948
how do I automatically add a category to a recurring payee
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Accepted answers
The Keeper
find the payee in your memorized payee list
Click on the payee and a menu will appear to the far right of the payee
click on edit
The payee will automatically appear in the payee window
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
If you want a description in the memo window then enter a description such as "Car Payment" - "Electric Bill" etc
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
All comments
The Keeper
find the payee in your memorized payee list
Click on the payee and a menu will appear to the far right of the payee
click on edit
The payee will automatically appear in the payee window
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
If you want a description in the memo window then enter a description such as "Car Payment" - "Electric Bill" etc
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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