- #QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS UPDATE#
- #QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS CODE#
- #QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS DOWNLOAD#
If found, that category is put in the register. When processing transactions that use Compare to Register (WebEntry or Pocket Quicken), Quicken checks for a category in the transaction during the Compare to Register process. If no matched payee is found, Quicken assigns a category to the new transaction based on the merchant code. First, matched payees and split transactions are categorized as described above. Quicken may or may not use that category, depending on the payee.
#QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS CODE#
The online banking service reads each code and translates it to a Quicken category.
#QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS DOWNLOAD#
When you download credit or charge card transactions from your financial institution, the data may include a merchant code for each transaction.
#QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS UPDATE#
When you run your budget report, Quicken totals the amounts you spent on movies and books and displays the total under Discretionary expenses. Instead of budgeting a specific amount for each category, you can assign the categories Movies and Books to the category group Discretionary, and budget $100 a month for Discretionary expenses. For example, suppose you want to budget $100 a month for the categories Movies and Books, but you don't care how that $100 is split between the two. You can create, edit, or delete a group of categories used for budgeting purposes. You can organize categories into category groups that you can use in budgets and in budget, cash flow, and summary reports. Editing, changing, or deleting a category or subcategoryĬategory groups give you a simplified picture of your finances when you create reports.When your life circumstances change (for example, if you become a parent), it is usually more efficient to add all the categories from the appropriate list. Specialized investment categories, which begin with an underscore (such as _DivInc), appear in the Category List as soon as you add an investment account.ĭepending on how you answered questions during setup, Quicken may have included category lists organized around lifestyle factors such as marriage, owning a business, and so on.Your reports show the subcategory amounts as subtotals for their parent category.
For example, you can create subcategories under the Recreation category to track how much you spend on specific activities.
Choose New Category, which is located at the upper right of the Category List window.From the Quicken Tools menu, choose Category List.