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

ShellyMMM
Quicken Windows Subscription Member ✭✭
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?
0
Best 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:
This is my website: http://www.quicknperlwiz.com/0
Answers
-
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:
This is my website: http://www.quicknperlwiz.com/0 -
Okay, thanks. Sounds like best to check payee and memorize.0
Categories
- All Categories
- 28 Product Ideas
- 29 Announcements
- 199 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 755 Welcome to the Community!
- 623 Before you Buy
- 1K Product Ideas
- 51K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 996 Quicken Mobile
- 789 Quicken on the Web
- 101 Quicken LifeHub