|
Posted by John Pollard on February 24, 2007, 9:53 am
Please log in for more thread options QGuy@ether.net wrote:
> "John Pollard" wrote:
>
>> If you haven't "Accepted" the transactions yet, Accept
>> one, Memorize it, make sure QuickFill is on; then when
>> you accept the others, Quicken will give them the same
>> category as the first.
>>
>> If the transactions have already been Accepted into your
>> Quicken register, use Find/Replace to find all the
>> transactions for a given payee, then replace the blank
>> category with the category of your choice. (And you
>> still should probably Memorize one of those transactions
>> so the next time you download for that payee, Quicken
>> will categorize the transaction for you.)
> John I just tried to memorize a transaction and see there
> will likely be problems.
>
> A utility name adds its transaction number at the end of
> its name. Obviously each month this transaction number
> will be different.
>
> Is there some way to get around this? Just memorize the
> name and not the number after it? If so, how would I do
> this?
You didn't say what year version of Quicken you are using. If
you have Q2005, or later, you can use "Renaming Rules" to change
the downloaded payee name to any name you choose ... then if you
have a Memorized transaction for the renamed payee, Quicken will
categorize the transaction for you.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap