Is there a way that Quicken will automatically assign a category to a transaction that I downloaded from my bank/credit card company? I setup (memorize) the transaction but only the current transaction is memorized. I have about a hundred "old" transactions that have the same payee information but different amount. I can't add a category or at least update the payee with the category info unless I do so manually. I have an older version of Quicken (2002).
Thx
I'm not following your problem.
Quicken will use your Memorized Payee list to assign a category to any "new" transaction whose payee name matches the memorized payee name: "new" transactions are either designated as "New" immediately following a download (but before being "Accepted"), or they are manually entered by you as new.
Quicken will not change the category of any transaction already in your register unless you explicitly tell it to. You can tell Quicken to do that selecting the transaction in the register and manally by rekeying the category, or you can tell Quicken to do that en masse by using Find/Replace (or Recategorize).
John Pollard wrote: : Sam wrote: :: Is there a way that Quicken will automatically assign a :: category to a transaction that I downloaded from my :: bank/credit card company? I setup (memorize) the :: transaction but only the current transaction is :: memorized. I have about a hundred "old" transactions :: that have the same payee information but different :: amount. I can't add a category or at least update the :: payee with the category info unless I do so manually. I :: have an older version of Quicken (2002). : : I'm not following your problem. : : Quicken will use your Memorized Payee list to assign a category : to any "new" transaction whose payee name matches the memorized : payee name: "new" transactions are either designated as "New" : immediately following a download (but before being "Accepted"), : or they are manually entered by you as new. : : Quicken will not change the category of any transaction already : in your register unless you explicitly tell it to. You can tell : Quicken to do that selecting the transaction in the register and : manally by rekeying the category, or you can tell Quicken to do : that en masse by using Find/Replace (or Recategorize).
Thank you, I didnt use the Find/Replace (or Recategorize). For example. I added a category using Find/Replace to all my exisiting transactions for Chevron. Now I have Auto: Fuel added. However, I am unsure how all future transactions will be categorized to Auto: Fuel?
If you already have a Memorized Transaction for Chevron with a category of Auto:Fuel, Quicken should categorize future "new" transactions for Chevron to Auto:Fuel ... provided you have QuickFill turned on. (QuickFill is controlled in Quicken Program Preferences; you want both "Complete fields using previous entries" and "Recall Memorized payees ...".)
John Pollard wrote: ::: Thank you, I didnt use the Find/Replace (or :: Recategorize). For example. I added a category using :: Find/Replace to all my exisiting transactions for :: Chevron. Now I have Auto: Fuel added. However, I am :: unsure how all future transactions will be categorized to :: Auto: Fuel? : : If you already have a Memorized Transaction for Chevron with a : category of Auto:Fuel, Quicken should categorize future "new" : transactions for Chevron to Auto:Fuel ... provided you have : QuickFill turned on. (QuickFill is controlled in Quicken : Program Preferences; you want both "Complete fields using : previous entries" and "Recall Memorized payees ...".)
I have a transaction called Chevron : Auto:Fuel, but I am unsure if how it is memorized now is sufficient. Chevron shows up when downloaded with it's own location inbedded in the Payee info. Eg. Chevron Main/Vine. Do I have to create or memorize an exact match or is the memorized Chevron : Auto:Fuel fine just the way it is? In addition, the amount is 0.00 and Lck and Cal are not selected (dunno what Cal is?).
With older versions of Quicken, you will likely find it impossible to have effective memorized transactions for all possible payee names that can get downloaded. Newer versions of Quicken have the capability to "rename" downloaded payees to force their names to match the desired name.
"Cal" is short for "Calendar": when "Cal" is displayed, the memorized transaction will appear alongside the Calendar ... available for dragging and dropping onto a desired transaction date.
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