Categories being memorized?

Jillartstudio

 How can I get Quicken to remember categories for recurring monthly entries so I don’t have to reselect them each time I update? Is there a specific setting or button I need to enable for this? 
Thank you!

Quicken for Mac. Business and Personal. Version 7.10.0

jacobs

You can have Quicken apply the same category for a specific Payee by creating what is called a QuickFill Rule. There are multiple ways to do this:

• Click on an existing transaction for the Payee which has already been categorized, and select Transactions > Save QuickFill Rule, or Command-Y.
• While entering a transaction, or editing the category of a transaction, there is a blue box which pops up above the category field which says "Save QuickFill Rule for this Payee with [category]/[all fields]"; check the checkbox.
• In Window > Payees & Rules > QuickFill Rules, you can click the + icon to create a new rule from scratch.

The other possibility when you're talking about recurring transactions is to create a Scheduled transaction with the category you want and set it to recur each month on whatever schedule (8th of the month, second Tuesday of the month, etc.) it comes up.

(Post back if it isn't clear how to do any of this.)

Jillartstudio

@jacobs , OK I will try these steps and see if they "stick." Thank you

jacobs

@Jillartstudio You may find it helpful to read through information in Quicken's online Help for this (and other) features. On there Quicken Help menu, select Quicken Help (the first menu item). Here you can browse by topic, or use the Search box (which is somewhat hit or miss in usefulness). For QuickFill Rules:

I mention the online Help because a lot of users don't know it's there, or forget to use it. On some topics, it's frustratingly sparse or non-existent, but on other topics, it has a pretty good wealth of information.