Quicken categories - ability to deactivate categories [Edited]

mpdoiron
mpdoiron Quicken Windows Subscription Member
edited February 17 in Registers & Transactions (Windows)

I would find it very helpful if could deactivate a "category". I have several project categories that I don't want to delete for historical reasons, however the projects are complete and Quicken continues to assign these categories to uploaded transactions.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    There are a couple of ways to deal with this issue.
    1. Check Tools > Memorized Payee list to see if you have a Memorized Payee you are no longer using that uses the unwanted Category. If so, delete it.
    2. Or you can disable automatic categorization for Payees that are not in your Memorized Payee List by un-checking the box at Edit > Preferences > Downloaded transactions
    QWin Premier subscription
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