change category assigned if category unknown for downloaded transactions

Sid000
Sid000 Quicken Windows Other Member
in Registers & Transactions (Windows)
When I used to download transactions, if it didn't recognize the payee, quicken would put nothing in the category field. One day it started putting "??" in the category field. Either of these is fine. Now it's putting "utilities:gas" in the category field. How do I change this?

Answers

  • Quicken Paloma
    Quicken Paloma Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @Sid000, 

    Thank you for reaching out to Quicken Community. I apologize you are having this issue. I would recommend changing/updating the information for the memorized payee if you are noticing the incorrect category is being input with certain payees. 

    To edit information (category, tag, memo, etc.) select Tools >Memorized payee. Once you have edited the information to your satisfaction make sure you check the boxes, Never auto-categorize and Lock. A visual example is below. 



    Hope this helps. Please let us know if you have any questions or concerns. 

    -Quicken Paloma 
  • FAB
    FAB Quicken Windows Subscription Member ✭✭
    But it did not change the already downloaded items. How do I change them without having to make HUNDREDS of individual changes?
  • Sid000
    Sid000 Quicken Windows Other Member
    I should have been more clear. When downloading transactions, if quicken doesn't recognize the payee, it assigns the category "utilities:gas". I was happier when it assigned the category "??" or none. How can I change this.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You should review your Renaming Rules in case multiple transactions for multiple payees get renamed to an incorrect payee name (and a bad category to boot).
    Quicken normally does not automatically make retroactive changes to already existing bank register transactions. But, together with a relatively new option, there now is help available ...
    The first of the 2 red-circled settings should be enabled in your case, to allow recategorizing existing transactions.
    If I understand this correctly, changing one existing transaction to a new category will prompt you if all prior transactions for the same payee should also be changed.
    Alternative: To mass-update transactions, e.g., find all transactions using category = X and change them to category = Y you can use either Tools / Recategorize or Edit / Find/Replace.
    Before making updates to many transactions be sure to have or create a backup of your data file. An unintended bad mass update may not be easy to undo and may require you to restore your data file from the backup.


  • Wendyjoy
    Wendyjoy Quicken Windows Subscription Member
    Thank you for the recategorize tip. You just saved me a lot of time!

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