Mass Categorizing Transactions In Quicken For Mac 2015

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• Bring up the Memorized Payee List in Quicken: Press Ctrl + T or click on Cash Flow, Memorized Payee List. • On the bottom left or at the top of the Memorized Payee List, click on New. The Create Memorized Payee window will open. • Use the drop-down list next to Type of Transactions to enter the type of transaction you would typically have with the payee, for example, a deposit or a payment. • Enter the name of the payee. • Use the drop-down list next to Category to choose the category or categories you would most likely use for this payee.

Nov 1, 2017 - 2) Within 1-2 weeks, import that transaction into Quicken via FI. The effort of transitioning over to Quicken for Mac when I moved away. I update and categorize credit card accounts and bank accounts at. Most transactions are paid by credit card and I just allocate the entire batch as 'miscellaneous.'

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For example, if the payee is a gas station you may typically use the category, 'Auto.' If the payee is a department store, you might want to select multiple categories that you would typically use when shopping there.