Suppressing Quicken Classic's Built-in Categories

WmGHamm
WmGHamm Quicken Windows Subscription Member ✭✭
edited December 27 in Registers & Transactions (Windows)

How can I stop Quicken Classic from assigning downloaded transactions to its built-in categories, such as Food? I have been using Quicken for 20 years and prefer to usethe categories I have created in the Category List.

Tagged:

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @WmGHamm,

    Do you use any of Quicken's Built-In categories, or none at all? Also, if you navigate to Tools > Memorized Payee List, do you see any of your payees saved with Quicken's Built-In categories you don't wish to use assigned to them?

    image.png

    If so, you can right-click to edit them in this list and see if it helps (or if you see more than 1 category entry saved for the same payee, you can delete the item with the undesired category from the list and keep the one you want it to use).

    image.png

    Hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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

    Two more things you can try:

    For a global On/Off switch: In Edit / Preferences / Downloaded transactions set or remove the checkmark at "Automatically categorize transactions"

    For a setting applicable to a specific Payee Name: Edit this payee's entry in the Memorized Payee List and set the checkmark at "Never auto-categorize this payee …"

Categories