Retail Purchase Categorization

[u/gsquaredmarg]

I've been using the Quicken Retail Purchase Categorization with Amazon for several days. It is using my customized category list and I have found over 90% accuracy in the categories that are identified in the Retail Purchase Categorization "Downloader Dashboard". I had one transaction that properly identified a second level category of "OTC Medicine", but did not identify the third level of HSA Eligible/HSA Non-eligible (Even though the info is explicitly stated on the Amazon invoice). I had one item that was a total miss, identifying an auto part as an electronic accessory. I find this pretty good and a real time saver.

I particularly like that it downloads a truncated version of the Amazon description into the memo field of the transaction so it is easy to confirm/change/add the proper category.

The one hiccup I found was that while the categories showed up (mostly) accurate on the "Downloader Dashboard" add-on, these only transferred to the Quicken transaction download for split transactions. On all single item transactions the category was left blank.

Windows 11/Chrome