Memorizing categories for payees

charlie238

Sometimes my payees names have additional info added to the end of their names and Quicken won't recognize and fail to fill in the category. For example, ATM's transactions get downloaded as "ATM + the address of the atm machine". How can I tell Quicken that when it has ATM on the payee name to assign it the category.

jacobs

This is a case where you want to create a renaming rule for a payee. Go to Windows > Payees & Rules and click on the Renaming Rules tab. Click the + icon to create a rule, and then enter the name you want it t search fr and the name you want it to end with. 

In your example, you want any transactions that contains "ATM" plus other stuff to be renamed to simply "ATM". So that's the way you'd create the rule:



Notice at the bottom, you have a check box option to apply this rule to your entire database; if you don't check it, it will only apply to new transactions moving forward. 

jacobs

This is a case where you want to create a renaming rule for a payee. Go to Windows > Payees & Rules and click on the Renaming Rules tab. Click the + icon to create a rule, and then enter the name you want it t search fr and the name you want it to end with. 

In your example, you want any transactions that contains "ATM" plus other stuff to be renamed to simply "ATM". So that's the way you'd create the rule:



Notice at the bottom, you have a check box option to apply this rule to your entire database; if you don't check it, it will only apply to new transactions moving forward. 

charlie238

Thank you. This worked perfect