How Can I Stop Being Forced to Categorize Every Online Payment

James Chimera · August 2020

I don't use Quicken for budgeting. When I send an online payment I'm forced to enter a category. I don't want to do that. Can I turn off that feature?

Sherlock · August 2020

Setting a category should be optional. If you haven't already, you may want to review the built-in documentation on the subject: press F1

Image: https://us.v-cdn.net/6031128/uploads/editor/05/v619suu2ctr7.png

James Chimera · August 2020

I should have been a little clearer. It's when I am making monthly online payments through my bank for which I have already setup the online payee in Quicken. Every time I make one of these payments in Quicken in the "write checks" section, I have to enter a category. The category is never saved.

Sherlock · August 2020

James Chimera said:

I should have been a little clearer. It's when I am making monthly online payments through my bank for which I have already setup the online payee in Quicken. Every time I make one of these payments in Quicken in the "write checks" section, I have to enter a category. The category is never saved.

Still... Setting a category should be optional. If you haven't already, you may want to review the built-in documentation on the subject: press F1

Image: https://us.v-cdn.net/6031128/uploads/editor/1x/7s8jm3sc5vqj.png

Rocket J Squirrel · August 2020

I find your question ambiguous. Do you want to enter uncategorized transactions or have Quicken remember the category for a specific payee? What the heck, I'll answer both.

You can turn off the uncategorized transaction warning in Edit > Preferences > Notify.

Image: https://us.v-cdn.net/6031128/uploads/editor/09/6auegvh33hr9.png

You can memorize a transaction so Quicken will remember the category. Right-click the transaction and choose "Memorize payee..." or select the transaction and press Ctrl-M.

How Can I Stop Being Forced to Categorize Every Online Payment

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