Is there a way to assign specific Category Groups to each Account Type ?

steve150@ · September 2020

I'd like for my Business Categories to be assigned to my Business Accounts and my Personal Categories to my Personal Accounts. That way I don't have to filter thru as many categories when choosing one for a transaction.

Thanks

Chris_QPW · September 2020

No there isn't a way to do this. At one time there was a suggestion to change the renaming rules so that they can specify what accounts they applied to, which would allow for you to direct them to different memorized payees/categories, but I can't find that suggestion to vote on. It might have been removed because it didn't get enough votes.

q_lurker · September 2020

Ideas:
The better one
https://community.quicken.com/discussion/comment/20086357#Comment_20086357
A similar one
https://community.quicken.com/discussion/comment/20102157#Comment_20102157

Is there a way to assign specific Category Groups to each Account Type ?

Answers

Categories