How to auto-assign different categories to two downloaded transactions from the same payer

John McCoy

Quicken Premier, R59.18, Windows 10

After inputting manually for years, I'm experimenting with downloading my checking transactions. My wife and I each receive monthly Social Security payments. My payment and my wife's payment are each assigned to their own unique categories (me: SS-self and Medicare-self wife: SS-spouse and Medicare-spouse).

In my manual world, I enter each payment and its assignments using an Income Reminder for each payment. From reading other posts, I believe auto-assigning categories and amounts to downloaded transactions is done using Memorized Transactions, however it seems Q will only memorize one transaction for each payer name. When I try to add a second memorized transaction for Social Security, it replaces the previous one.

I would appreciate any help on auto-assigning different categories to two different downloaded transactions from the same payer.

Chris_QPW

The way I handle this is have two reminders that enter the given Social Security payments into the register before the download and then Quicken will match them (by the amounts). The reminders are really needed anyways to get the correct splits. As a side note, Quicken pretty much ignores the payee when matching an existing transaction in the register to the downloaded one, so the payee's name downloaded doesn't matter.

Note as you have noted it is impossible to do this with a memorized payee because they have the same payee. In general, the same applies to transfers.