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Subject Author Date
Quicken 2007 questions - qif files. BobK 02-21-2008
Posted by BobK on February 21, 2008, 7:39 pm
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 Thanks John,

So when we used QIF files we could get Quicken to determine categories
and enter them for us but with QFX files we have to manually enter
categories for each item? That does not sound like progress.

Is this what everyone does with QFX files - enter the categories
manually?

Thanks Again,

Bob



Posted by gk on February 21, 2008, 8:53 pm
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>
> Is this what everyone does with QFX files - enter the categories
> manually?
>
Memorized transactions come to a rescue - Quicken has a way to save an
association of payee with the category.
For a new payee - yes, need to select the category manually.


Posted by BobK on February 21, 2008, 9:06 pm
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>> Is this what everyone does with QFX files - enter the categories
>> manually?
>>
> Memorized transactions come to a rescue - Quicken has a way to save
> an
> association of payee with the category.
> For a new payee - yes, need to select the category manually.


I just imported a QFX file and it did not categorize anything. Almost
all of the items are in the Memorized list. When I import a QFX, there
seems to be no options of any kind.Should the categories get assigned
automatically or do I have to do something?




Posted by gk on February 22, 2008, 7:03 am
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>
> I just imported a QFX file and it did not categorize anything. Almost
> all of the items are in the Memorized list. When I import a QFX, there
> seems to be no options of any kind.Should the categories get assigned
> automatically or do I have to do something?
>
Is it possible that you refer to Payee list and not to memorized
transactions?
Memorized transactions are saved with a previously assigned category,
dollar amount and even with the Memo.
I believe, there is a setting in Quicken to allow a compilation of
Memorized transactions (like a check box to use/not to use Memorized
transactions -?)

Posted by BobK on February 22, 2008, 9:27 am
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>> I just imported a QFX file and it did not categorize anything.
>> Almost
>> all of the items are in the Memorized list. When I import a QFX,
>> there
>> seems to be no options of any kind.Should the categories get
>> assigned
>> automatically or do I have to do something?
>>
> Is it possible that you refer to Payee list and not to memorized
> transactions?
> Memorized transactions are saved with a previously assigned
> category,
> dollar amount and even with the Memo.
> I believe, there is a setting in Quicken to allow a compilation of
> Memorized transactions (like a check box to use/not to use Memorized
> transactions -?)

Well, I have both Payee and Memorized transactions. I just want my
categories to show up on each item when I import QFX files. Right now,
categories are blank when I import.

I don't see anyplace in Quicken 2007 to activate categories when
importing QFX files.

Does anyone know how I can activate categories when I import QFX
files?

Thanks,

Bob



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