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Any Way To Not Auto Assign Categories to Unmatched Transactions? (Q Mac)

Frank DeMello

Hello - new MAC user (running dual Mac/Win evaluating before I move to Mac)

One thing causing me an issue is Quicken auto assigning categories to transactions I have not manually entered (and would prefer it not do that so I can set it correctly)

Any way to assign some generic category to any unmatched transactions - preferably by account (IE Not Categorized)

Or some way to review any transactions auto assigned categories?

Thank you in advance

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Quicken Anja

Hello @Frank DeMello,

You can try disabling the feature by following the steps below.

Go to Quicken
Preferences...
Connected Services
Uncheck the box for Automatically improve the quality of downloaded payee names and categories

I hope this helps!

Frank DeMello

Thanks guys.

I do have the status column on but didn't understand how it worked. This should do it. Makes sense to me. Thank you!

Quicken Anja

https://community.quicken.com/discussion/comment/20426754#Comment_20426754

Thanks for the update! Glad we could help. 🙂