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

ShellyMMM

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?

Chris_QPW

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.

Chris_QPW

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.

ShellyMMM

Okay, thanks. Sounds like best to check payee and memorize.