
Auto categorize?

Markrhoyt
Member ✭
Is there a way that I can set it up so that when I import transactions from my bank I don't have to categorize every transaction? Can it recognize the same payees and automatically categorize all transactions of the same name?
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Answers
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Yes you can by setting this preferrence…
You should also consider using memorized payees for greater control. You can F1 in Quicken for more info.
user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
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thank you
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