How can I create 2 renaming rules for the same payee?

John44

I am using the Mac subscription 2020 version. I have 2 savings accounts at the Discover Bank. I need a different renaming rule for each account but the dowloaded transactions have the same payee (Interest Paid). Maybe adding the account as part of the renaming rule would be a solution. Any ideas?

UKR

The way I'm solving this dilemma in my Quicken for Windows (which can't do renaming rules for same Payee based on account either) is:
I have Scheduled Reminders set up with distinct Payee Names
Interest, Bank A Savings

Interest, Bank B Savings

At month-end or quarter-end, whenever interest is being paid and I have the bank statement on hand, and BEFORE I download transactions from the banks containing this deposit transaction, I record the reminder with the correct amount of interest I received. Once that's done, I download transactions. Quicken will match the downloaded interest transaction to the one I recorded earlier and not create a problem.
In Q Mac you may have to drag the downloaded transaction over the register transaction you created to effect a match.
This should not mess up the distinct Payee Name you used and alleviate the need for a renaming rule.

UKR

The way I'm solving this dilemma in my Quicken for Windows (which can't do renaming rules for same Payee based on account either) is:
I have Scheduled Reminders set up with distinct Payee Names
Interest, Bank A Savings

Interest, Bank B Savings

At month-end or quarter-end, whenever interest is being paid and I have the bank statement on hand, and BEFORE I download transactions from the banks containing this deposit transaction, I record the reminder with the correct amount of interest I received. Once that's done, I download transactions. Quicken will match the downloaded interest transaction to the one I recorded earlier and not create a problem.
In Q Mac you may have to drag the downloaded transaction over the register transaction you created to effect a match.
This should not mess up the distinct Payee Name you used and alleviate the need for a renaming rule.

John44

Great idea. I will set it up and wait for next month's interest transaction. Thank you.