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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Quicken Categories and Download names
BlueCrab
How do i regroup and rename categories and download names so some are removed, some redefined and some are added?
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Accepted answers
Sherlock
Categories may be regrouped and renamed on the
Category List
window: select
Tools > Category List
Downloaded payees and memos may be mapped by
renaming rules
to other payees: select
Tools > Renaming Rules
The payees may match
memorized payees
or payee entries in the register to provide a category for the imported transaction. Unmatched payees may be assigned a
category by merchant code.
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Sherlock
Categories may be regrouped and renamed on the
Category List
window: select
Tools > Category List
Downloaded payees and memos may be mapped by
renaming rules
to other payees: select
Tools > Renaming Rules
The payees may match
memorized payees
or payee entries in the register to provide a category for the imported transaction. Unmatched payees may be assigned a
category by merchant code.
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