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Posted by John Pollard on April 3, 2007, 9:58 am
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Sam wrote:
> John Pollard wrote:
>>>> 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 ...".)
>
> I have a transaction called Chevron : Auto:Fuel, but I am
> unsure if how it is memorized now is sufficient.
> Chevron shows up when downloaded with it's own location
> inbedded in the Payee info. Eg. Chevron Main/Vine. Do
> I have to create or memorize an exact match or is the
> memorized Chevron : Auto:Fuel fine just the way it is?
> In addition, the amount is 0.00 and Lck and Cal are not
> selected (dunno what Cal is?).
With older versions of Quicken, you will likely find it
impossible to have effective memorized transactions for all
possible payee names that can get downloaded. Newer versions of
Quicken have the capability to "rename" downloaded payees to
force their names to match the desired name.
"Cal" is short for "Calendar": when "Cal" is displayed, the
memorized transaction will appear alongside the Calendar ...
available for dragging and dropping onto a desired transaction
date.
--
John Pollard
First initial underscore Last name at mchsi dot com
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