Hi,
I'm trying to automatically assign categories to my transactions.
Example: Electric company >>> Assign to home|utilities|electric.
I see where Quicken can assign them automatically per:
Neither seems to apply/work when I use "make an online payment" and pull up the Online_Center|Payments tab. In this tab, I can assign the payee's, categories, memo, etc - but the category field is NOT automatically assigned. One must refile through the categories for each transaction entered - rather awkward.
Any guidance on how to better utilize the automatic category assignment capability of Quicken?
TIA, Homer