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quicken auto-filling categories between accounts -- I don't want it to do that

I have a number of checking and savings accounts. I have started by getting all my transactions in one account categorized, which happens to be my business account. This was no small project!!
I am now moving on to start categorizing one of my personal accounts. I see that Quicken has gone ahead and filled in many categories in that account based on what I categorized them as, in my business account, when the payee is the same.
I want to have business categories for my business account -- which I think I have, as I set them all up to correspond to Schedule C tax line items.
But I want all the charges in my PERSONAL account to be personal charges.
And just because I purchased something at Amazon in one account, that doesn't mean another purchase from Amazon is in the same category in another account.
How do I remove all these business categories in that Quicken has entered for my personal charges and credits. And let me have "a blank slate", as it were, to "teach Quicken" what personal categories I want to be using for these transactions in my personal account.
But to be VERY SURE that I am in NO WAY removing all the categories I just laboriously set up for my business account.
thanks in advance for all input

Best Answer

Answers

  • Chris_QPWChris_QPW Member ✭✭✭✭
    edited September 26
    Unfortunately the renaming rules and memorized payees are all "global", you [edit] can can't restrict them based on what account the transaction is in.

    There is a suggestion that this be implemented, but I guess it isn't popular enough for them to implement it (very little amounts of votes).
    https://community.quicken.com/discussion/comment/20007344

    Note it isn't your categories that matter.  If renaming rules were to allow an option to apply to a list of accounts then you could renaming payees so that they got different memorized payees, which are what is used to decide on the category.
    (I'm using the latest Quicken subscription version)
  • pdxmavenpdxmaven Member ✭✭
    edited September 25
    I am still a little confused after reading Chris' comment above. How to do restrict the memorized payees as he mentions above?
    And I'm not sure I quite understand the third paragraph..........
  • Chris_QPWChris_QPW Member ✭✭✭✭
    Let me see if I can make it clearer.

    Currently there isn't any way to do that in Quicken.

    The second part is about the suggestion, and how it would make this possible if Quicken implemented.  You should vote on it.  There are also some suggestions there on how you might workaround the problem.

    The third part is just pointing out that you said you didn't want to change your categories, but it isn't the categories that have the problem.  The problem is how those categories get assigned.  And that is done by first passing the payee through the renaming rules, and then from there selecting a memorized payee that has the category you want.
    (I'm using the latest Quicken subscription version)
  • Chris_QPWChris_QPW Member ✭✭✭✭
    On my first post I made a typo.

    "Unfortunately the renaming rules and memorized payees are all "global", you can restrict them based on what account the transaction is in."

    Should have been:

    "Unfortunately the renaming rules and memorized payees are all "global", you can't restrict them based on what account the transaction is in."
    (I'm using the latest Quicken subscription version)
  • pdxmavenpdxmaven Member ✭✭
    Thanks Chris. I understand more now. I will also read up on renaming rules and memorized payees.
    In the account that I am working on (the one that is NOT my business but that all these payees and categories were transfered into, or onto), do I now just have to go through and manually delete the ones that are incorrect, one by one?
    PS And I will echo the wish of others for this to be different, in the comments link you noted
  • pdxmavenpdxmaven Member ✭✭
    PSS: If I now change the categories in my personal account, will Quicken try to "help me" by going ahead and, when it sees a payee that I have categorized in a certain way in my personal account, change the categories in my business account to match the personal account, rather than keeping them (in my business account) as I have so laboriously entered them as, in that account......
    That would be a disaster!!
  • Chris_QPWChris_QPW Member ✭✭✭✭
    P.S. Be sure to vote, they do look at that to help decide:
    https://community.quicken.com/discussion/comment/20007344
    (I'm using the latest Quicken subscription version)
  • Chris_QPWChris_QPW Member ✭✭✭✭
    pdxmaven said:
    PSS: If I now change the categories in my personal account, will Quicken try to "help me" by going ahead and, when it sees a payee that I have categorized in a certain way in my personal account, change the categories in my business account to match the personal account, rather than keeping them (in my business account) as I have so laboriously entered them as, in that account......
    That would be a disaster!!
    All the methods I gave above will not affect the other accounts.
    (I'm using the latest Quicken subscription version)
  • pdxmavenpdxmaven Member ✭✭
    thank you for this very thorough and helpful information. Am digging into it today!
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