Quickfill wildcard available in Mac version?

Alex115

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

RickO

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:

Chris_QPW

Note I use Quicken Windows so I can certainly be wrong about this, but looking at this answer:

https://community.quicken.com/discussion/7875761/how-do-i-activate-quickfill#latest 

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: Safeway

Rule: Contains: Safeway

So 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.

RickO

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:

Alex115

I see. So normalize payee names so that Quickfill can do its job. Thank you all!