Down loaded transactions were not automatically categorized, Why?

sharann11 · July 2020

Hi All
I am new to Quicken, I just did my initial download of all my transactions and Quicken did not add categories to any of them. I did go to make sure preferences were set right. Can someone help me or do I need to go in and manually ad categories? Thank You in advance!

Quicken_Natalie · July 2020

Hello @sharann11,

Thank you for taking the time to share this issue with the Community, although I apologize that you have not yet received a response.

If you are still needing assistance, please take a moment to review the information available here and post back to let us know what version and release of Quicken you're using.

I also suggest taking a look at the information outlined here and here for more details on assigning categories in Quicken for Windows.

I hope this helps!

-Quicken Natalie

Quicken_Natalie · July 2020

Hello @sharann11,

Thank you for taking the time to share this issue with the Community, although I apologize that you have not yet received a response.

If you are still needing assistance, please take a moment to review the information available here and post back to let us know what version and release of Quicken you're using.

I also suggest taking a look at the information outlined here and here for more details on assigning categories in Quicken for Windows.

I hope this helps!

-Quicken Natalie

Down loaded transactions were not automatically categorized, Why?

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