Memorized Payee list not setting categorizations based on account

Question

Quicken Windows V R63.21

I have memorized transactions set that when a payment is made to the local golf course out of one account, it should be categorized as "Dining", and when out of another account, "Golf".  Yet when I download transactions from the banks, Quicken ignores this.  What am I doing wrong.

Carolyn041281 · Answer

I have the exact same issue as HouControl.  Charges to Amazon from one credit card should be categorized as business expense, and from another credit card should be personal.  But Q is categorizing them all as business, no matter which account is used.  My setup is exactly like HouControl's screenshots above.

Hope this gets resolved soon.  It would be a nice feature if it worked.

HouControl · Answer

Release notes from R63.19 says: 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. This is exactly what I'm trying to get it to do automatically when the transactions are downloaded.

NotACPA · Answer

For those 2 transactions, are the Payee names the same?  Try slightly altering them to reflect the purpose.

And I suspect that what's being downloaded, as decided by your FI NOT Q, is generic … so Q doesn't know which to use.