Quicken Categories and Download names

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BlueCrab
BlueCrab Member ✭
in Budgeting and Planning Tools (Windows)
How do i regroup and rename categories and download names so some are removed, some redefined and some are added?
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Best Answer

  • Sherlock
    Sherlock Member ✭✭✭✭
    Answer ✓
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    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.

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
    Answer ✓
    Options
    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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