Is there any way to auto categorize downloaded transactions by amount?

PSNJ Treasurer
PSNJ Treasurer Quicken Windows Subscription Member ✭✭
edited October 2024 in Registers & Transactions (Windows)

Currently I have to manually categorize as the auto assigned categories are incorrect. This is very time-consuming and it would be great to be able to do it automatically by amount, for split transactions.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Nope. No way to assign categories by amount.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Look in your Tools / Memorized Payee List. If there are entries in the list for the payee name(s) in question, edit these entries. Make sure the categories are correct (or change them) and, to prevent unwanted changes, put a check mark in the "Lock this entry …" box.

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