Automatic categorization - selectively?

EmKay
EmKay Quicken Windows Subscription Member ✭✭✭✭

I have turned off automatic categorization of downloaded transactions because so many of them were not correct.

But I'd love to be able to automatically apply my "Interest Income" category to any downloaded transaction that comes in with a downloaded "check #" field of "INT" (which some of my interest income transactions have).

Is that possible? To have RULES about the auto categories?

Quicken Classic Premier (Windows) R61.21

Answers

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

    What's downloaded as the Payee Name?
    If that's something useable, like "Interest Income", then you can set up a Renaming Rule for newly downloaded transactions, pasired with a memorized transaction of the same Payee Name and category _IntInc or Interest Income.