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Press OK Categories 420 Reconcile 368 Planning Tools 268 Scheduled Transactions 258 QWIN - Mobile/Web Sync 237 Quicken Mac 227 Login & Passwords 213 Sign-In Issues 212 Investment Reports 211 Mobile and Web Apps 206 Loans 19 On the other hand, QIF format still imports categories and tags just fine. Define the method you want Quicken to use to map similar names to be renamed to the new name. The imported QIF, WebEntry, QuickEntry, or Pocket Quicken transaction has a category associated with it as part of the file import To Create a New Rule. Downloaded or imported transactions are automatically assigned a category based on the following, in this order: A transaction exists in the Memorized Payee List with a matching payee name with the category

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If you memorize or download transactions, Quicken can help to automate the process of categorizing transactions.For example, there could be a unique local payee that always gets the wrong category QuickFill rules are useful to: Define the default category for a payee when downloading or editing transactions. In the future, Quicken will default to this category when you download transactions or select the same payee when editing a transaction.The category list is divided into several groups such as personal income, personal expenses, business income, business expenses. Enter a category name or click the dropdown arrow to select the category you want to use from a list. In the register, click the Category field of the transaction you want to categorize. In most cases, Quicken can accurately guess the category For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store and it automatically assigns the category Food & Dining:Groceries to the transaction. Quicken assigns categories to your transactions when it downloads them from your bank.

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If no matched payee is found, Quicken assigns a category to the new transaction based on the merchant code

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First, matched payees and split transactions are categorized as described in the above section on manual transaction entry.

Quicken may or may not use that category, depending on the payee.

First, matched payees and split transactions are categorized as described above. Quicken may or may not use that category, depending on the payee.

The online banking service reads each code and translates it to a Quicken category.

Home Quicken category rules Working with Categories in Quicken for Windows Quicke