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Use of Memorize

First of all, categories needs to be expanded. How about "Functionality"

Memorize is helpful once you have the right Payee. However for those of us that do a lot of "Bill Pay", the memo field contains the payee. Like this:
ACH Withdrawal ENCOMPASS INS -PAYMENT
The payee then shows "Bill Payment". When I change the payee to Encompass, I then get the correct categorization.

Is there a way to memorize Category, thereby changing the Payee and Category? If not, would be a very useful feature.

Comments

  • markus1957markus1957 SuperUser ✭✭✭✭✭
    First create a Renaming Rule that will convert the payee to a name that will then be recognized by the Memorized Payee process.  Renaming Rules look at both the Payee and Memo fields to create the desired Payee name; they are applied first in the Accept transaction process, followed by the Memorized Payee process.
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