Auto categorize?

Markrhoyt
Markrhoyt Quicken Windows Subscription Member
edited April 2023 in Download, Add/Update Accounts (Windows)

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?

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yes you can by setting this preferrence…

    8LZWajPQeF.png

    You should also consider using memorized payees for greater control. You can F1 in Quicken for more info.

    3uVg3ypwQR.png

  • Markrhoyt
    Markrhoyt Quicken Windows Subscription Member

    thank you

This discussion has been closed.

Categories