How do I Categorize the Quicken Bill Pay Transaction?

[Al]

Every month a transaction for 9.95 is downloaded to my register for
the Quicken Bill Pay service. This transaction is uncategorized, but
I want to categorize it. Is there a way to have this done
automatically, or do I need to manually categorize it each month?

Al wrote: Every month a transaction for 9.95 is downloaded to my register for the Quicken Bill Pay service. This transaction is uncategorized, but I want to categorize it. Is there a way to have this done automatically, or do I need to manually categorize it each month?

Assign the downloaded transaction the category you want; save it
(press or click Enter); right-click the transaction, left-click
"Memorize Transaction". (You don't have to wait for the next
download if you have already categorized one of these
transactions correctly; just find it and memorize it as above).

In order for a Memorized transaction to affect future downloaded
or manually entered transactions, you must have "QuickFill"
correctly configured. In

Edit > Preferences > Quicken Program > Register > QuickFill

(the Q2004 path) you must have "Complete fields using previous
entries" and "Recall Memorized Transactions" both checked.

--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup

[Al]

Thanks, John, but with the new download this month it once again failed
to categorize it.

John Pollard wrote: Al wrote: Every month a transaction for 9.95 is downloaded to my register for the Quicken Bill Pay service. This transaction is uncategorized, but I want to categorize it. Is there a way to have this done automatically, or do I need to manually categorize it each month? Assign the downloaded transaction the category you want; save it (press or click Enter); right-click the transaction, left-click "Memorize Transaction". (You don't have to wait for the next download if you have already categorized one of these transactions correctly; just find it and memorize it as above). In order for a Memorized transaction to affect future downloaded or manually entered transactions, you must have "QuickFill" correctly configured. In Edit > Preferences > Quicken Program > Register > QuickFill (the Q2004 path) you must have "Complete fields using previous entries" and "Recall Memorized Transactions" both checked. -- John Pollard First Last at Bellsouth dot net Please reply to newsgroup