Categories in Downloaded Transactions

I use very few renaming rules for the very reason you mention. [I have submitted a suggestion to Intiut to allow the option to save the downloaded payee name in a field of the user's choice ... such as Memo or Notes.]

There may be a way to do what you want and to use the renaming rules. When Quicken renames a downloaded payee, it keeps the old name. And you can revert to that name using the right-click choices (I can't remember the exact wording, but it should be obvious ... though I think it's only present if you have renamed the payee). And I think the option is a toggle: that is, I think you can go back and forth between the original payee and the renamed payee.

So if you renamed your payee to ACME, it would pick up the correct category when you Accepted it, then you could rename it back once it was in the account register.

Or, you could schedule a transaction (with the correct category) and have it remind you to enter it on the day, or a day before, you download the ACME transaction. When you have the ACME transaction in the "Accept transactions into register" window, you will know the amount of the transaction (if you did not already know it). At that time - before you Accept the ACME transaction - you could Enter the Scheduled transaction (modifying the amount, if necessary and putting the payment confirmation number in the Memo field or where ever), then the downloaded ACME transaction should "Match" the, already correct, register transaction ... so Accepting the downloaded transaction will only update the Downloaded status and Posting date of the register transaction.

Meant to add that the "right-click choices" appear when you right-click on the transaction in your Quicken register ... that's after you have Accepted the downloaded transaction.

Thanks John,

Those are interesting workarounds and I will give the the first one a shot.

-DAC