When you enter transactions manually, you should assign categories and tags as you enter the details about the transaction.
Whereas, when you download transactions, Quicken automatically assigns categories to the transactions whose payees it recognizes. However, there might be some transactions whose payee Quicken does not recognize. These transactions will be listed as uncategorized in Quicken. You can identify these transactions easily on the Spending tab in your account register and then assign categories or tags to them.
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- From the sidebar, select the account or group of accounts you'd like to review.
- If you have uncategorized transactions, they will be called out on the right of the pie chart. Click this link or just click the uncategorized item on the pie chart. Alternatively, click the legend alert that appears to the right of the pie chart. Quicken displays a list of all uncategorized transactions.
- To assign categories or tags to these transactions, double-click the transaction and enter the desired category/tag into the respective fields. You can also create a new category, subcategory, or tag and assign it to the transaction.
- As you assign categories, Quicken removes these categorized transactions from the list.
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