Categories Not Auto-Filling, Shows Up as Uncategorized (Q Mac)

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MoMoney99
MoMoney99 Member ✭✭✭
edited August 2022 in Download, Add/Update Accounts (Mac)
I've noticed that whenever new transactions are downloaded, many of the transactions show up as "Uncategorized" even though I may have quick fill rules setup with categories in those quick rules. It's weird, some transactions do have the category and some just show as "Uncategorized". Any ideas/suggestions?

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    Are you sure your QuickFill rule is for the same Payee that's being downloaded? Sometime it's necessary to create a Renaming Rule to standardize the Payee name, and then the QuickFill rule will be properly applied.

    Can you post a screenshot of one of the uncategorized transactions and the QuickFill rule for that payee?
    Quicken Mac Subscription • Quicken user since 1993
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