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Posted by John Pollard on April 2, 2007, 2:37 pm
Please log in for more thread options Sam wrote:
> 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 manually 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
First initial underscore Last name at mchsi dot com
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