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

harleymon
harleymon Quicken Windows Subscription Member ✭✭
edited October 2022 in New to Quicken/Getting Started (Windows)
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

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    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

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  • splasher
    splasher Quicken Windows Subscription 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 continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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