How can I make the accepting of transactions more efficient in Quicken 2015?
Every weekend it seems I have to sit down and look at my finances in Quicken 2015, and it takes forever to accept all of the transactions. One-by-one, I sit and click each of the transactions downloaded from the banks and credit unions where I store my money. It's a process that leaves me wishing Quicken 2015 had an SQL interface.
There is an Accept All button, but I want to make sure the transactions are getting tagged or Categorized properly.
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You don't specify in which format are the files you're importing, but if it's .qif then qifqif provides a CLI interface to enter categories as fast as possible (by reusing categories used for similar past transactions).
If you enter the transactions as you execute them (and categorize them then), Quicken will attempt to Match downloaded transactions with ones already in the register.
"Memorized transactions" with known parties can also help.
My credit card downloads actually come with a rough categorization provided by the vendor; that may or may not be accurate enough to save you some work.
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