How to turn off automatic categories for new transactions?
uncledribbly
Quicken Mac Subscription 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.
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Answers
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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.
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thanks
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