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

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Russ Hynds
Russ Hynds 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.

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    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 VP

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