Quicken using old categories for automatic categorization
I moved so I had to make some new categories especially regarding taxable event such as income. Before my annuity was categorized Wisconsin income. Now I want Florida income. I created that category but I have to change every transaction manually because Quicken insists on using Wisconsin income. I can not delete Wisconsin income (yet). But how do I get Quicken to consistently use the 'last used' category?
Answers
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Highlight a good Florida transactions and memorize it. Click Ctrl+M. Or make the payee/description name a little different.
I'm staying on Quicken 2013 Premier for Windows.
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Is Quicken using the Memorized Payee List to do the automatic categorization? If that's where it's coming from then delete the memorized payee that's using the wrong Category. I assume the Payee name is filled in by the download and is the insurance company's name. If that's correct then making sure that particular payee is set up to use the correct Category should work for you.
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