Click it and press Command-Y (or Transactions > Save QuickFill Rule). How do I make Quicken remember categories?įind an existing transaction for a Payee for which you want a category memorized. To edit account information in Quicken for the Mac, CTRL+Click on the account you want to edit on the account bar and select Edit Settings. To edit account details in Quicken for Windows, right-click the account you want to edit on the account bar and select Edit/Delete Account. This will then memorize the payee name to the correct category on future downloads. You also have the option to edit the category from the memorized payee list (Click on Tools on the top menu bar, then select Memorized Payee List) and choose the correct category. How do I get Quicken to categorize automatically? In the Categories window, drag and drop all the categories you want to hide to this making them subcategories. Workaround: Create a new top level category called “zHidden”. Unfortunately, QMac does not have the ability to hide categories (although there’s an Idea post about that). See also Who is shy Odom? Can I hide categories on Quicken for Mac?
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