I want to have Payees associated to a default Category each time a transaction downloads.

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When I used the Windows version, you could use renaming rules and memorized transactions. Does this same functionality exist in the Mac version?

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    No. Not yet. But the Mac product massager said they were working on adding this functionality to Quicken Mac, so we're expecting to see it appear sometime in the not-too-distant future. (Exactly when, we don't know.)
    Quicken Mac Subscription • Quicken user since 1993
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    "product massager" sounded accurate to me!

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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