Please help with a renaming rule

I get transactions with Payee names similar to these, all for the same Vendor:
VendorA *abc
VendorA *def
VendorA *ghi
VendorA *many others

The asterisks are actually included in the downloaded Payee names. The Payee sends many different unpredictable words after the asterisk. Only the first one (*abc) is predictable; all the others can be anything and I want them all renamed the same, so that they can be categorized the same way.

Renaming Rules Desired:
"VendorA *abc": rename to "VendorA ABC" (will go to category 1)
"VendorA anything else": rename to "VendorA All Others" (will go to category 2)

Is this possible? How does renaming work when a transaction matches 2 renaming rules? "VendorA *abc" would match both of the rules.

Hope this isn't too obtuse!

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken renaming rules don't have any wildcards that might help with this, but it does seem that it will match the more specific rules first, so the follow is working in my testing.

    Rule 1:
    Payee name: VendorA ABC
    Rule: VendorA *abc

    Rule 2:
    Payee name: VendorA All Others
    Rule: VendorA
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • janburch
    janburch Member ✭✭
    Thank you, Chris_QPW,
    I will try this at my next download.
    Jan