I download my credit card transactions without any problems but I have to
manually each time when i accept the transaction, assign it to a budget
category

In Quicken, it would "learn" or I could assign a company name to a sepcific
category and each time credit card transactions were downloaded, they would
automatically be assigned. Example: each time a company named "Kroger" was
listed in my transactions, it would assign this transaction to "Groceries"

It saved a tremendous amount of time when tracking CC transaction spending
habits

Re: Credit Card Downloaded Transactions by Cindy

Cindy
Tue Aug 28 11:22:46 CDT 2007

Change the category before you accept the transactions and it will remember.

Cindy

"Confused" <Confused@discussions.microsoft.com> wrote in message
news:F29046D4-16EF-41F2-962B-2831CF2B95AE@microsoft.com...
>I download my credit card transactions without any problems but I have to
> manually each time when i accept the transaction, assign it to a budget
> category
>
> In Quicken, it would "learn" or I could assign a company name to a
> sepcific
> category and each time credit card transactions were downloaded, they
> would
> automatically be assigned. Example: each time a company named "Kroger"
> was
> listed in my transactions, it would assign this transaction to "Groceries"
>
> It saved a tremendous amount of time when tracking CC transaction spending
> habits