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.
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Select this option to have Quicken suggest categories to assign to new transactions as they are downloaded. For more information, see How Quicken suggests categories and payees for you.The selected business data that Quicken uses to categorize your transactions is provided by infoUSA Inc.
Automatically apply Quicken's suggested name to payee
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
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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
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