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

harleymon

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????

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Quicken Jasmine

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!

splasher

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.