Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.Under During transaction download, clear the Automatically categorize transactions checkbox.This will then memorize the payee name to the correct category on future downloads. You also have the option to edit the category from the memorized payee list (Click on Tools on the top menu bar, then select Memorized Payee List) and choose the correct category.The financial institution has associated a standard industrial classification (SIC) code with this transaction.A transaction exists in the Memorized Payee List with a matching payee name with the category.To get the most out of Quicken, Quicken attempts to assign a category to each transaction. At times, when you download transactions into Quicken, they show up as uncategorized transactions. This happens when Quicken does not recognize the vendor. If you memorize or download transactions, Quicken can help to automate the process of categorizing transactions.ĭownloaded or imported transactions are automatically assigned a category based on the following, in this order:
