[Hidden-tech] Quicken question

[Kristi]

this is from the Quicken help screens, e.g. horses mouth:

To make sure you get the most out of Quicken and to speed up entering
transactions, Quicken helps fill in the Category field and clean up payee
names automatically. How? Quicken follows certain rules.
How Quicken suggests categories:

   -   For transactions you enter manually

   When you enter a transaction, Quicken searches the Memorized Payee List
   and then the register for a transaction with a matching payee that was
   entered within the last year.
   If the search finds Then Quicken
   A memorized or QuickFill payee Prefills the Category field with the
   category associated with the memorized payee
   A split transaction with a matching payee Asks you to edit the
   transaction if the amounts are different from the amounts for the memorized
   payee
   A recognized payee name (Quicken checks a list of payees; see How
   Quicken suggests categories for transactions you update from your financial
   institution below.) Automatically categorizes the transaction
   No matching payee Leaves the Category field blank

   If you'd like to use the category Quicken suggests, just record the
   transaction as you normally would. If you change the category, Quicken
   remembers your change. You can customize Quicken's register
preferences to turn
   off this feature.

   The list of recognized payees that Quicken uses to categorize your
   transactions is provided by infoUSA, Inc.(TM)
   -   For transactions you download from your financial institution

   When you download credit or charge card transactions from your financial
   institution, the data may include a merchant code for each transaction,
   which is mapped to a standard Quicken category. Quicken may or may not use
   that category, depending on the payee.
   - First, matched payees and split transactions are categorized as
      described in the above section on manual transaction entry.
      - If no matched payee is found, Quicken assigns a category to the new
      transaction based on the merchant code.
      - When processing transactions that use Compare to Register
      (including those downloaded from a financial institution), Quicken checks
      for a category in the transaction during the Compare to Register process.
      If found, that category is put in the register.
      - Quicken doesn't suggest categories for downloaded bank transactions
      with a payee such as VISA or MasterCard.
   Tip

   ATM transactions and transaction download service charges may be labeled
   EFT for electronic funds transfer.

   You can edit transactions to change the category either before or after
   updating the register.

How Quicken suggests payee names:

When you download transactions from your financial institution, Quicken
first compares the downloaded payee name with the renaming rules you've
created (to see the list, choose Tools menu > Renaming Rules). If it
doesn't find a match there, it then compares the downloaded payee name to
its own database of standardized merchant names.

If the downloaded payee name:

   -   Matches one of your renaming rules

   If the downloaded payee name matches one of your renaming rules the
   payee name that you specified in the renaming rule is substituted for the
   payee name that was downloaded from your financial institution.

   If necessary, you can disable the processing of all renaming rules in
   your Downloaded Transactions preferences.
   -   Does not match one of your renaming rules

   If the downloaded payee name does not match one of your renaming rules,
   Quicken then compares the downloaded payee name with its own database of
   standardized merchant names. If it finds a match, the payee name in the
   database is substituted for the payee name that was downloaded from your
   financial institution.

   If necessary, you can disable the search of Quicken's database of
   merchant database in your Downloaded Transactions preferences.
   -   Does not match a merchant in Quicken's database of merchant names


Kristi A. Bodin
Montague, MA
c: 413-695-9848
krystyobolyte at gmail.com
http://twitter.com/MarthazKristi
http://www.linkedin.com/in/kristibodin



On Sun, Mar 5, 2017 at 11:59 AM, Ed Bride <Ed at edbride-pr.com> wrote:

> 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
>
> [image: EBA logo]
>
>
>
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