How to turn off automatic categories for new transactions?

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uncledribbly
uncledribbly Member ✭✭

We are seeing transactions getting automatically categorized for which we have not set a payee rule. I suspect Quicken is using some data from the credit card issuer (they often show categories on statements) or some other source to guess. How do I turn this off? I find it is often incorrect. I would rather have everything I have not explicitly created a rule for to be Uncategorized.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
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    Go to the Connected Services tab in Settings and uncheck "Automatically improve the quality of downloaded payee names and categories". That should stop Quicken from changing categories outside of your own rules.

  • uncledribbly
    uncledribbly Member ✭✭
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    thanks

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