Quicken Mac -- Automatically categorize and tag certain downloaded transactions

Rothenbe

I would like to be able to have all transactions with a particular company be automatically categorized and tagged when downloaded. For example, all XYZ Insurance payments will automatically get categorized as "insurance" and tagged to "Property A". Whereas, I can set up the automatic categorization, I have not found a way to auto tag the transactions. As a result, I'm needing to manually tag them all at month or year end to have accurate tax reports.

Any assistance with this would be greatly appreciated! Thank you!

Quicken Anja

Hello @Rothenbe,

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!

jacobs

Wait, I'm confused. QuickFill Rules can apply a specific category — and, optionally, Tags — to every transaction for a Payee. Is this not what you're asking for?