How can I make Quicken automatically put transactions in the right category?

Hello @euphonia,

Thanks for reaching out! I would definitely suggest Transaction Rules in this case. Transaction Rules can be used to have Quicken Simplifi automatically recognize your incoming transactions based on specific or broad "if" conditions, such as the payee or amount, and then apply "then" conditions, such as rename payee, update category, and tag. Creating Transaction Rules will allow you to make sure your transactions always come in the way you want them to.

Our support article goes into steps on how to do this here: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_22b9a65773