Automatically remap payee and assign category for Bank update

After downloading records from my bank the first time and assigning proper categories - using Edit Find/Replace - I just downloaded the most recent set of transactions from my bank today. But in the Quicken register, the payees are what the bank used and no categories are assigned. How can I always automatically replace the bank payees with what I choose and assign the categories I want?



  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    Look into Renaming Rules and Memorized Transactions.

    Info on both is is in Q Help.

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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