Release R63.19 (US Versions, June 2025)
Memorized Payees and QuickFill
NEW - Create Categorization Rules based on account or amount.You can now define categorization rules that apply based on the account used or the transaction amount.For example, a Costco purchase on a personal credit card can be categorized as Shopping, while the same payee on a business card is categorized as Business Expense.You can also create rules based on amount—for instance, categorize Exxon transactions under $20 as Snacks, and over $20 as Fuel.See the Memorized Payee List or check the Help for more details.