Auto change category assigned from Paypal download
harryz
Quicken Windows Subscription Member ✭✭
Aloha. I use Quicken and Paypal to manage the finances for a club. I only use Paypal to collect payments (i.e.: I don't pay any bills with PayPal, just collect membership dues). I download transactions from Paypal using One Step Update and they show up in the register for my Paypal account. The problem is that the categories assigned are not the ones I want to use. How do I change the categories so that they are automatically assigned my preferred ones? I know how to do this manually, but I'm getting tired of this process.
Specifically, when a member pays for membership, it shows up as 'Other Inc'. I want it to be 'Membership Dues' (a category I created). And the Paypal fees show up as 'Fees and Charges' instead of 'Paypal Fees'.
Please note that the 'Payee' field is different for each member who makes a payment, so the Memorized Payee stuff doesn't apply here. I would have to create a memorized transaction for each member of the club.
I'm using Quicken for Windows R35.31 Build 27.1.3531 on Windows 10 Home.
Mahalo,
Harry Z
Specifically, when a member pays for membership, it shows up as 'Other Inc'. I want it to be 'Membership Dues' (a category I created). And the Paypal fees show up as 'Fees and Charges' instead of 'Paypal Fees'.
Please note that the 'Payee' field is different for each member who makes a payment, so the Memorized Payee stuff doesn't apply here. I would have to create a memorized transaction for each member of the club.
I'm using Quicken for Windows R35.31 Build 27.1.3531 on Windows 10 Home.
Mahalo,
Harry Z
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harryz said:Please note that the 'Payee' field is different for each member who makes a payment, so the Memorized Payee stuff doesn't apply here. I would have to create a memorized transaction for each member of the club.
I don't charge for my software program any more, but I still had the entries in my renaming rules/memorized payees for PayPal payments, which should line up with what you are doing.
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