More Advanced Renaming and QuickFill Rules (Q Mac)

I think it would be really awesome if Quicken implemented more advanced renaming rules to include things like if, and, or statements. For example I buy a lot of repeat things from Amazon that are often categorized differently but cost the same each month. It would be amazing if I could create a rule that said, if Payee contains <keywords (current functionality) AND the amount equals a certain value then rename Payee and Categorize the transaction. There's a lot of core functionality missing from the mac side of Quicken but this would definitely be on my wish list
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    I think adding more options to Renaming Rules and QuickFill rules would be very beneficial. Questions from users looking for this type of functionality have come up in many other threads than this one.

    The developers obviously want to not make it overwhelming to users, so it's not like we could have full-fledged regular expressions and GREP syntax, but adding some easy-to-understand options, such as a second criterion and a choice of AND, OR or NOT between them would make the rules much more powerful without too much added complexity for users. 
    Quicken Mac Subscription • Quicken user since 1993
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