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Template with Quicken-like features

Brudderman
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Brudderman Community Regular

Brudderman

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I am downloading credit card transactions into FMD7 and would like to categorize them in a Quicken-like fashion. In this case, if I've already categorized a payee, I'll like for future entries to inherit that category. If a payee hasn't been categorized, I'd like some easy way to easily do that. Rather than program this from scratch I've already started using Lookup), I'm wondering if anyone knows of a template that might have Quicken kinds of features already implemented.

I have found a couple of things for older versions of FM but would really like something in 7.

Any suggestions would be appreciated. Thanks!

Brudderman

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