Quicken Mac -- Automatically categorize and tag certain downloaded transactions

Rothenbe
Rothenbe Quicken Mac Subscription Unconfirmed, Member
edited February 13 in Manage Accounts and Transactions

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!

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    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).

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


    Thank you!

    -Quicken Anja
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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    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?

    Screenshot 2024-02-13 at 8.49.31 PM.png

    Quicken Mac Subscription • Quicken user since 1993

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