How to get pre-assigned categories when uploading CC transactions?

ShellyMMM
ShellyMMM Member ✭
in Download, Add/Update Accounts (Windows)
When I upload transactions to my Visa accounts (Chase, CitiBank), the payee is there (such as ABC Restaurant or Park Nursery), but there is no category assigned. I thought this function automatically assigned a default category (like "Dining" or "Landscape Supplies"). Instead, I am having to fill in the category and then memorize each transaction. Is that how this is supposed to work?

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Well if you want Quicken to guess at them make sure this Preference is on:


    Personally I don't like Quicken guessing especially after using Quicken for many years, and having almost every payee that I might want memorized the way I want.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Well if you want Quicken to guess at them make sure this Preference is on:


    Personally I don't like Quicken guessing especially after using Quicken for many years, and having almost every payee that I might want memorized the way I want.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • ShellyMMM
    ShellyMMM Member ✭
    Okay, thanks. Sounds like best to check payee and memorize.

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