How to get pre-assigned categories when uploading CC transactions?
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ShellyMMM
Quicken Windows Subscription Member ✭✭
When I upload transactions to my Visa accounts (Chase, CitiBank), the payee is there (such as ABC Restaurant or Park Nursery), but there is no category assigned. I thought this function automatically assigned a default category (like "Dining" or "Landscape Supplies"). Instead, I am having to fill in the category and then memorize each transaction. Is that how this is supposed to work?
0
Best Answer
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Well if you want Quicken to guess at them make sure this Preference is on:
Personally I don't like Quicken guessing especially after using Quicken for many years, and having almost every payee that I might want memorized the way I want.Signature:
This is my website: http://www.quicknperlwiz.com/0
Answers
-
Well if you want Quicken to guess at them make sure this Preference is on:
Personally I don't like Quicken guessing especially after using Quicken for many years, and having almost every payee that I might want memorized the way I want.Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Okay, thanks. Sounds like best to check payee and memorize.0
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