Is there any way to auto categorize downloaded transactions by amount?
PSNJ Treasurer
Quicken Windows Subscription Member ✭✭
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.
0
Answers
-
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 VP0 -
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.
0
This discussion has been closed.