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.

  • Markrhoyt
    Markrhoyt Member

    thank you

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