Is there a way to change the download category default?

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?

Answers

  • 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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