Can you change memorized transactions to search on "all categories" in the memorized transactions

Russ Hynds
Quicken Windows Subscription Member ✭✭
When using memorized transactions, only "personal expenses" is used. The side of personal expenses does not translate on a bank payment offset entry {category}. Memorized transactions should use the last category in the memorized transaction register. Using only personal expenses only does 1/2 of the transaction memorization list {debit vs credit}. This method was working in previous releases(yes, several years ago).
R . R. Hynds, Jr.
Tagged:
0
Comments
-
If your Memorized transaction has the bank account name, enclosed in square brackets (e.g., [checking]) as the category, then the transfer/offset will be recorded in the bank account also.If the brackets are missing, or the category field is blank (or references a true category) then the transaction won't appear in the bank account register.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 28 Announcements
- 202 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 743 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.6K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub