Automatic bill payments

Are you talking about authorizing a payee to electronically take funds from your payment account each month to pay your bill?

And are you saying that nowhere in the resulting transaction in your real-world payment account is there any text unique enough to identify the payee?

If there is no way to identify the payee in the downloaded transaction, I think there is no way to get the transaction automatically categorized if you Accept is as a New transaction.

I'm guessing you know the payee and amount before the transaction clears the payment account, so you could start by having a Quicken Scheduled Transaction for such an occurrance. If the amount is the same each time, you could have Quicken automatically enter the transaction for you; if the amount is different, have Quicken remind you to enter ... and you modify the amount at that time.

When the downloaded transaction arrives, you should already have a transaction in your Quicken register for that transaction. If Quicken doesn't match the two for you, use Manual Match to match them. The pre-existing register transaction will retain the category and memo from its Scheduled Transaction.

John Pollard wrote:

Thanks John.

Yes.

Thank you for the suggestion about a scheduled transaction. I will try that.

Jeff