Downloaded Transactions Are Automatically Assigned a Category

Product Version
Windows Subscription
222 people found this helpful


To get the most out of Quicken, Quicken attempts to assign a category to each transaction. At times, when you download transactions into Quicken, they show up as uncategorized transactions. This happens when Quicken does not recognize the vendor. If you memorize or download transactions, Quicken can help to automate the process of categorizing transactions.

Downloaded or imported transactions are automatically assigned a category based on the following, in this order:

  1. A transaction exists in the Memorized Payee List with a matching payee name with the category.
  2. The financial institution has associated a standard industrial classification (SIC) code with this transaction.
  3. You also have the option to edit the category from the memorized payee list (Click on Tools on the top menu bar, then select Memorized Payee List) and choose the correct category. This will then memorize the payee name to the correct category on future downloads.
  4. Automatic categorization is enabled.

To turn off automatic categorization:

  1. Choose Edit menu > Preferences.
  2. Click Downloaded transactions.
  3. Under During transaction download, clear the Automatically categorize transactions checkbox.
Help us improve our support center

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community