How can I automate the category on transactions downloaded from my bank statement?

Jodie King
Jodie King Member Posts: 1
edited October 2017 in Reckon Accounts (Desktop)

I download all transactions from my bank in QIF format and import into ReckonAccounts Home and Business 2013.

I have renaming rules set up which assigns a payee only.

I want to also assign a category in the renaming rules.

I thought maybe I needed to have the Memorized Payee List set up also to pick up the category on the basis of the payee I assigned in the renaming rules but that didn't work.

Help! It would be perfect if in the renaming rules you could assign the category there but it's not an option.

Thanks in advance.



  • Hoang
    Hoang Alumni Posts: 48
    edited July 2014
    Hi Jodie,

    Welcome to the Reckon Community.

    Sorry unfortunately it's not possible to assign a category to the payees in the renaming rules. 

    However, I have submit a feedback to our software developer by going to Help > Submit Feedback to Reckon Accounts.

  • Siva_7252308
    Siva_7252308 Member Posts: 1
    edited November 2014

    Is this included in the Personal plus 2015. Its so inefficient to manually assign the category those umpteen number of records being imported.