Auto categorize?

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Markrhoyt
Markrhoyt Member ✭
edited April 2023 in Download, Add/Update Accounts (Windows)

Is there a way that I can set it up so that when I import transactions from my bank I don't have to categorize every transaction? Can it recognize the same payees and automatically categorize all transactions of the same name?

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  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
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    Yes you can by setting this preferrence…

    8LZWajPQeF.png

    You should also consider using memorized payees for greater control. You can F1 in Quicken for more info.

    cmCb324rv9.png

  • Markrhoyt
    Markrhoyt Member ✭
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    thank you

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