Is there a way to disable automatic categorization of downloaded transactions? (Q Mac)
Is there any way to stop Quicken Mac from automatically assigning categories to all downloaded transactions? I understand that having categories automatically assigned may be good for some users, but is there a way to disable it? I want to add all the categories to the downloaded transactions myself, not have Quicken add them for me.
This started to happen in Quicken Mac 5.12.x, and then went away for a while, but seems to have come back in recent updates. In older versions other than 5.12.x, downloaded transactions came in as "Uncategorized". I use the "Uncategorized" default as my way of knowing which transactions I still need to enter details into. When Quicken does it automatically, I find that a lot of them are not categorized the way I would like and it is difficult for me to identify which ones I entered and which ones were entered by Quicken.
For example, if I make a purchase at a grocery store, many times the automatic categorization of "groceries" is correct, but sometimes I may have bought dish soap and want to categorize it as "household" so I can track it with my house expenses. If Quicken automatically assigns "groceries" to all those transactions, it makes it harder for me to remember which ones I actually entered that way versus which ones were auto-populated and need to be reviewed.
For me, having all new, unmatched transactions come in as "Uncategorized" allows me to filter by "Uncategorized" so I can quickly work through just the newly downloaded transactions.
I have unchecked the Quicken Preferences > Connected Services > "Automatically improve the quality of downloaded payee names and categories" check box, but it still automatically adds categories to downloaded transactions.
Just to be clear, I am not talking about the auto-complete feature when you are manually typing in a payee. This also isn't the automatic "clean up" of payee names that is associated with the improve quality of payee names checkbox I mentioned earlier. I'm talking about Quicken automatically adding a category to every transaction that is downloaded before you have a chance to review or edit it.