Auto categorize?

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?


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭

    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
  • Markrhoyt
    Markrhoyt Member

    thank you