Categorize transactions from different bank accounts differently

Pecos_Bill

My business checking account and credit card accounts are shown in Quicken. I would like all of those spending transactions to be coded as "business expense". I would like all of the transactions that come from my personal checking account to be shown as we would normally categorize transactions.

Is there a way I can do this? It seems Quicken can only categorize based on payee without regard to the bank account.

NotACPA

You can categorize any Txn using either category, Are you asking about Memorized Txn>

And there's no way to automatically assign by account.

volvogirl

Are you having trouble categorizing business expenses? Do you have separate business categories set up? And you have to assign the category to a schedule C or E tax line item number.  To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C.  Then select the category and right click on it to Edit it.  Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C or E: tax line item.