In this video, I'll show you how to download and categorize transactions after you've created an account. I also go through some other steps, such as adjusting the opening balance so that the account will eventually reconcile. I discuss some Quicken settings that you should turn on and off to make future downloading and categorizing easier and less error-prone. Hopefully, you find it useful.
YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.
Article Last Updated On: January 11, 2023