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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
auto categorization
dsc123
hi, can anyone help? it seems when downloading all my transactions from credit cards, etc. , the vendor names are now having additional info added to MERCHANT line so Quicken is not recognizing MEMORIZED Payees. For example, Panera Restaurant Charges are now PANERA_06_11_21 for date of transaction. Unfortunately, Quicken isn't recognizing this to auto categorize all my Panera charges. It's occurring for almost all other vendors and bank debits. Does anyone know how I can address this? would be greatly appreciative!!
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Sherlock
If you haven't already you may want to confirm that the renaming rules are still being applied: select
Edit > Preferences...
If you haven't already, you may want to review:
https://help.quicken.com/display/WIN/About+the+way+Quicken+suggests+categories+and+payees
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