Is there a way to change the download category default?

pboyle
pboyle Quicken Windows Subscription Member
edited October 2022 in Download, Add/Update Accounts (Windows)
I have payees with a default category when the transaction is downloaded. I have to change the category every time. Is there a way to change that default?
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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @pboyle, 

    Thank you for contacting the Quicken Community with this question. 

    You can create a memorized payee list which will allow you to assign automatic categories to certain payees and transactions. You can follow this link for more information. 

    I hope this helps!

    -Quicken Jasmine

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