[Hidden-tech] Quicken question

Jan Werner jwerner at jwdp.com
Sun Mar 5 14:23:44 EST 2017


Look at the settings for those payees in the Memorized Payee List in the 
Tools menu.

Jan Werner
___________

Ed Bride 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
>
> EBA logo
>
>
>
>
>
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