Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
How do I get Quicken to stop autofilling the categories on my Schwab Bank downloads?
Budholm
When Quicken downloads my Schwab Bank account info, it autofills the Category column. Obviously that is an issue, since most of the time it is wrong anyway. How do I turn it off?
Find more posts tagged with
Categories
Accepted answers
All comments
Jim_Harman
There are a few possibilities:
Sometimes, usually with credit or debit card transactions, Quicken will guess a Category based on the Payee name. You can override this with a Renaming rule or disable it at Edit > Preferences > Downloaded Transactions > Automatically Categorize transactions.
Or, if you have a Memorized transaction that matches the Payee, Quicken will assign the Category it finds there. I have this problem for example with Amazon transactions, because they use several different categories.
Budholm
Thank you, Jim! That makes you Santa Claus! MERRY CHRISTMAS!
Quicken Jasmine
Hi
@Budholm
,
Thank you for contacting the community and for your response. We are happy to hear that your question was answered by another user and that everything worked out.
Please do not hesitate to reach out with any further questions or concerns.
Thank you,
Quicken Jasmine
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of