Memorized Payee List
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TreeGuy76
Quicken Windows Other Member ✭✭
When I make a purchase from Target (or many other retailers) I don’t want the transaction to be auto categorized; I have set this option in Memorized Payee List for the Target entry. When a transaction is downloaded from target, I fill in the category manually. The problem is that the next time I download a transaction from Target it does auto categorize with that previously manual entry. How do I stop this from happening?
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Answers
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The first place I would check is my Downloaded Transactions Preferences to see if it is set up to automatically categorize downloaded transactions. If it is checked, uncheck that box.:Does this fix your issue?
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
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In general I want auto categorization to occur, just not in the situation I described.0
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OK. Then you might want to go to your Memorized Payees List, click on the Payee you do not want auto-categorized and click on the Edit button on the right side of that line.In the Edit Memorized Payee pop-up:
- Click on the category shown there and delete it.
- Check the box for "Never auto-categorize this payee...".
- Check the box for "Lock and leave this payee unchanged...".
- Click on the "OK" button.
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
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