Almost every transaction is uncategorized.

ej77kim
ej77kim Quicken Mac Subscription Member

Hello,

I just installed Quicken on my new Mac. In previous mac, it automatically categorized the transaction but this time every transaction is uncategorized. Categorization is the one of the reason I use Quicken. Can anybody help?

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Comments

  • ej77kim
    ej77kim Quicken Mac Subscription Member

    Thank you so much for the quick response!

    My old Mac crashed so I don't have any old transaction files. I just downloaded a Quicken Mac on my brand-new Mac and made a connections to all the accounts newly. Every transaction is uncategorized as you see in the attachment.

  • ej77kim
    ej77kim Quicken Mac Subscription Member

    When I used the Quicken on my old Mac, it just came along when I connected to the credit card and bank automatically.

    Why should I manually do this? If I uninstall Quicken and reinstall, it will make a difference?

  • dan.greenberg.ct
    dan.greenberg.ct Quicken Mac Subscription Member ✭✭✭

    My guess is that you don't recall originally assigning transactions to category initially and that over time it used what you had previously assigned. Given that you can create your own categories, Quicken wouldn't have any way of knowing that your local heating company would be assigned to Heating, Utilities, Oil or any other category you create until you did it the first time so it could learn based on your assignment.

  • ej77kim
    ej77kim Quicken Mac Subscription Member

    I got it. As you guys said, Maybe I don't recall I assigned that at the beginning. I will do that. Thank you so much for your replies!

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