[Hidden-tech] Quicken question

[Ed Bride]

HTers,

 

I am using the current version of Quicken for Windows, having upgraded just
about annually since the last century, and am trying to solve one behavioral
anomaly. Whether that is my behavior or Quicken's is the question.

 

Quicken manages several bank accounts (two banks -one personal, one
business-- savings and checking; mortgage; line of credit; etc.). When
recording certain payments, in one of the accounts, Quicken automatically
assigns some categories: for example, all checks written to my church are
assigned to Charity; in the other account, I have to enter the Category
manually. Somewhere along the years, I must have set up a rule for assigning
categories to certain Payees, but I cannot find out how to do that now.

 

Any insights?

 

Thanks,

Ed

. 

 

= = = = = = = = = = = = = = = = =

Edward J. Bride

Technology Public Relations

Twitter: @EdwardBride

LinkedIn: Ed Bride

413-442-7718

EBA logo

 

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