Working with categories -automatically assign

Aug 16, 2009 4 Replies

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Homer.Simpson 16 years ago

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:

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However, this link seems to apply only for:

1) transactions entered manually (assumedly transactions "hand" entered in the ledger)
2) transactions updated from financial institution (transactions downloaded from my bank)

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

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Han 16 years ago

"Homer.Simpson" wrote in news:Xns9C6957F08D646nope@94.75.244.51:

In Quicken preferences, in the Register Quickfill panel, I have everything checked except the first box (use enter key ...). Now oncxe I have made and entry manually (or edited a downloaded Tx), it will remember what I did and automatically use those data the next time. To annoyance, as it remembers the last edited medication from my pharmacy entry, and I have to edit it almost every time ...

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John Pollard 16 years ago

Two conditions must be met to have Quicken automatically assign a category to a billpay transaction: as Han says, you need QuickFill turned on (that's "Complete fields ...." and "Recall memorized payees ....") in your Quicken Program QuickFill preferences; and you need a Memorized transaction for the specific payee, a Memorized transaction with a "Type" of "Online Pmt" (or "Onln").

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Homer.Simpson 16 years ago

John Pollard said

Thanks to you both.

I think the problem is I have two such entries for these transactions. One is PMT and the other is Online Pmt.

Deleting/editing until I have only an Online Pmt field seems to be the trick. I see I also edit the memo field too! Cool!

Thanks for all you help!

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John Pollard 16 years ago

Interesting. I had tested with a payee that also had both a memorized Payment and a memorized Online Pmt. Quicken only showed one of those in the drop down Payee field in the Online Center ... and it was the "Online Pmt" transaction. As soon as I selected the payee, the category field was filled in.

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