Memorized payee list

I can not get quicken to stop categorizing almost every download to the same category. How do I eliminate that option?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Please give some examples of what is happening.

    Is the Payee getting changed to the wrong name and then the wrong Category is applied?

    Do the Payees that are assigned the wrong Category have something in common?
    QWin Premier subscription
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Have you tried editing the offending Memorized Payee to clear the Category, check the box for Never auto-categorize this payee... and check the box for Lock and Leave this payee unchanged when it is edited in a register?
    If this does not fully resolve the issue for you, you might want to consider going to Edit > Preferences > Downloaded Transactions > uncheck the box for Automatically categorize transactions.

    (Quicken Classic Premier Subscription: R54.16 on Windows 11)

This discussion has been closed.