![]() ![]() One of my favorites is updating categories for a payee. (e.g., to get a payee name = "Starbucks" instead of "POS TRANS You could create a re-naming rule to always change it to "Samantha Jones." 4. recurring transfers use scheduled reminders and enter them a day or two before I have an old category called Dining with several sub-categories for Meals Out, Take-out Meals, etc. By assigning a category to each transaction, Quicken users can track the source of income, or use of an expenditure.
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