Memorized Payee list not setting categorizations based on account

HouControl

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.

NotACPA

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.

HouControl

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.

Carolyn041281

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.