Assigning Category to a payee

Al737
Al737 Quicken Windows Subscription Member ✭✭
edited October 2023 in New to Quicken/Getting Started (Windows)

I have 120 transactions with a single payee that I want to assign a category to them all at one time and any future transactions have the same category assigned to that payee automatically.

Thank you

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2023

    Edit > Find/Replace…

    Find > Payee: Exact > {enter Payee name}

    Replace > Category > With: {enter Category name}

    That will do the trick for all historical entries.

    For future entries, use the Memorized Payee list, create the association of Payee and Category, and "Lock" that item. All future transactions should end up with that Category.

  • Al737
    Al737 Quicken Windows Subscription Member ✭✭

    Thank you this helped

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