Memorize a category assignment based on the Memo field.
I thought I would ask the community if anyone else has this
problem. Currently running Quicken Home,
Business & Rental Property 2019 version: R15.18, Build: 22.214.171.124
When I download transactions from my bank the list of
transactions that are waiting for me to accept shows the words ”Debit Card
Debit”, or “Withdrawal” and is followed by a “/” symbol and the info after the
“/” symbol is the actual payee info.
When I accept them, the words ”Debit Card Debit”, or “Withdrawal” lands
in the payee field and the payee info lands in the Memo field. So I end up having to assign a category manually
for each one. What I would like to have
Quicken do is give us the ability to:
Memorize a category assignment based on the Memo
Have the option to have the Memo field
information populate the Payee field when accepting transactions.
Include the Memo field to the dropdown choices
when adding or editing Renaming Rules.
Any thoughts or comments are welcome and if anyone has a
solution, I would be very grateful. I’ve
been very happy with Quicken for the last 25 years.
Thank you, DaveD