[Hidden-tech] Quicken question

Ed Bride Ed at edbride-pr.com
Sun Mar 5 16:00:27 EST 2017


Thanks, Jan,

Those settings are all the same for the Memorized Payees in both accounts (it's not clear that they could be different, anyway, as it's one installation of Quicken).  Puzzling.

Ed

-----Original Message-----
From: Jan Werner [mailto:jwerner at jwdp.com] 
Sent: Sunday, March 05, 2017 2:24 PM
To: Ed Bride; HiddenTech
Subject: Re: [Hidden-tech] Quicken question

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
>
> .




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