[X4U] OT - Help with Quicken categories

[revDAVE]

On 3/9/05 6:52 AM, "Mark Phillips" <mark at mophilly.com> wrote:

> QuickFill transactions that match the downloaded items is the best I
> have found in Quicken. This will match the payee text on incoming
> transactions. It will handle items with regular payee text, like the
> utility payments. Even with this, any new items are not categorized.

 yes - this sounds promising -  can you explain a little bit more of how
this works?

-  Are you saying that if I set a new Quick fill transaction to equal the
name of an imported transaction - that it will work correctly?
- Does the name have to be exactly the same every time - or can it just be
close? -  or are there other criteria that have to match?

> 
> I have not found a way to assign a group of transaction to a category.
> Perhaps someone else has a solution.
> 
> hth,
> 
> Mark Phillips
> Mophilly & Associates
> On the web at http://www.mophilly.com
> On the phone at 619 444-9210


--
Thanks - RevDave
CoolCat at hostalive.com
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