![]() ![]() You can manage your subscription at your My Account page. For full details, consult the Quicken Membership Agreement. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). ![]() Full payment is charged to your card immediately. Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase.The App is a companion app and will work only with Quicken 2015 and above desktop products. Not all Quicken desktop features are available in the App. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Standard message and data rates may apply for sync, e-mail and text alerts.14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. ![]() Third-party terms and additional fees may apply. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.Under During transaction download, clear the Automatically categorize transactions checkbox.This will then memorize the payee name to the correct category on future downloads. 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.The financial institution has associated a standard industrial classification (SIC) code with this transaction.A transaction exists in the Memorized Payee List with a matching payee name with the category.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.Äownloaded or imported transactions are automatically assigned a category based on the following, in this order: ![]()
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