How do I automatically add a tag to transactions - Starter version ?
Starter has very limited support for Tags.QWin Premier subscription0
If they are recurring charges, you might want to add Scheduled Reminders for each of them, with proper categories as needed.
Record these transactions in Quicken before their due date. When downloading from the bank, Quicken will match the downloaded transactions to the already existing register transactions.
This will also help with budgeting.
Are you new to Quicken for Windows?
Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
Quicken Help! (Quicken for Windows)
If you're unsure on how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
Once Help has started, use the Search tab to search using keywords, e.g., "buy security".
Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
A browser-based version is available here: https://help.quicken.com/display/WIN/Quicken+Windows+Help0