YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.

YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.

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.

Joe DiSanto is the founder of Play Louder! He has built multi-million dollar businesses, produced critically acclaimed documentaries and an Emmy-winning TV show, invested millions in real estate, and semi-retired at age 43. Now, Joe serves as a Fractional CFO for several creative firms and is sharing a lifetime of fiscal know-how via Play Louder, an invaluable resource that helps individuals and business owners increase their net worth and plan better for their future.