Downloaded transactions are transactions that are communicated to you from your financial institution rather than entered manually. Ti set preferences for these transactions
- Choose Edit menu > Preferences.
- In the left pane, select Downloaded transactions.
- In the right pane, select the settings you want to use.
...
Select this option to have Quicken automatically rename your transaction payees as they are downloaded, based on a database of standardized merchant names. If you deselect this option, your existing renaming rules in Quicken are still used (click the Renaming Rules button in this dialog to see a list of those rules). For more information, see How Quicken suggests categories and payees.The selected business data that Quicken uses to categorize your transactions is provided by infoUSA Inc
| Info | ||
|---|---|---|
| ||
Quicken has implemented Automatic Categorization Engine (ACE) functionality in an effort to make entering downloaded transactions easier and more uniform across multiple users. ACE learns and evolves based on user-modified data and, as such, may display different names than you would expect. For more information see this support article about ACE. |
Capitalize first letter only in downloaded payee names
...