How do I setup a Category that when I download my bank statement it AUTOMATICALLY assigns that categ

I've done what you suggested but when I download the bank information I still get MULTIPLE blank "Category" Codes and I have to enter it.

I want it done automatically. HOW????

Comments

  • Hello @harleymon

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue. 

    I have located a support article that discusses how to create memorized payees. You may follow this link to access that FAQ. 

    I hope this helps!
    -Quicken Jasmine
  • splasher
    splasher SuperUser ✭✭✭✭✭
    Use Renaming Rules to properly rename the downloaded transactions to match up with a Memorized Payee.  Enter $0 in the Memorized Payee and lock it so that it doesn't get changed in the future.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list