Quickfill wildcard available in Mac version?

Alex115
Member ✭✭
Hello,
I have the same issue as this user:
https://community.quicken.com/discussion/7871053/amazon-and-memorized-transaction-problems
However, the Quickfill pop-up on Mac does not offer the same options.
I want to say, IF transaction name CONTAINS "whatever," THEN categorize as...
A
I have the same issue as this user:
https://community.quicken.com/discussion/7871053/amazon-and-memorized-transaction-problems
However, the Quickfill pop-up on Mac does not offer the same options.
I want to say, IF transaction name CONTAINS "whatever," THEN categorize as...
A
0
Best Answer
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QMac does have renaming rules for Payees. This is different than QuickFill, which fills the category and (optionally) other fields based on the Payee. Renaming renames the payee if the downloaded name contains one or more strings. It is found in the Payees window:
Quicken Mac Subscription; Quicken Mac user since the early 90s6
Answers
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Note I use Quicken Windows so I can certainly be wrong about this, but looking at this answer:Quickfill in Quicken Mac seems to be equivalent Quicken Windows "Memorized Payee", which also doesn't have "wild cards".What seems to be missing is what Quicken Windows calls "Renaming rules".In Quicken Windows here is how the process works. First the downloaded payee and memo are checked to see if they match any of the "contains" renaming rules. If they match then the payee is changed to that payee.For instance:Payee: SafewayRule: Contains: SafewaySo a payee like "Safeway #434343" is turned into Safeway.Now that the payee is "normalized" it will match up with a "memorized payee" (quickfill in Quicken Mac) and as such then the proper category is selected from that memorzied payee/quickfill entry.Signature:
This is my website: http://www.quicknperlwiz.com/1 -
QMac does have renaming rules for Payees. This is different than QuickFill, which fills the category and (optionally) other fields based on the Payee. Renaming renames the payee if the downloaded name contains one or more strings. It is found in the Payees window:
Quicken Mac Subscription; Quicken Mac user since the early 90s6 -
I see. So normalize payee names so that Quickfill can do its job. Thank you all!0
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