Auto categorize?

Markrhoyt
Quicken Windows Subscription 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?
0
Answers
-
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.
0 -
thank you
0
This discussion has been closed.
Categories
- All Categories
- 7 Product Ideas
- 28 Announcements
- 201 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 735 Welcome to the Community!
- 611 Before you Buy
- 1.1K Product Ideas
- 50.1K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 988 Quicken Mobile
- 778 Quicken on the Web
- 75 Quicken LifeHub