Download items from Credit cards not categorized anymore (Q Mac)

Gilles99
Gilles99 Member ✭✭
Since a week, about, all transactions downloaded from my Credit Cards ( Tangerine ) are not categorized, these are mainly regular transactions from the same vendors, but none are categorized, they used to be

Best Answer

Answers

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello Giles 99,

    Thank you for bringing this issue to the community, although I do apologize you have yet to receive a response.

    What version/release of Quicken are you using? And what is the connection type used to link the account in Quicken to download transactions from the financial institution? To check the connection type, highlight the account in the register bar on the left, then go to Accounts>Settings. The connection type is listed in the top section titled "At your financial institution".

    Unfortunately, Quicken for Mac does not have any settings to automatically assign or memorize categories.

    If you have not already done so, please review the information on the following support article: https://www.quicken.com/support/learning-about-categories-and-tags-quicken-mac. This entails general information regarding categories in Quicken for Mac. You may find https://www.quicken.com/support/assigning-categories-or-tags-quicken-mac helpful as well.

    Hope this helps!

    -Quicken Natalie 

     
  • Gilles99
    Gilles99 Member ✭✭
    Version 5.11.1 (Build 511.25673.100)
    Quicken Connect

    it used to work correctly
  • Gilles99
    Gilles99 Member ✭✭
    Thanks Jacob, I'll wait for the fix
This discussion has been closed.