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Add logic to QuickFill Rules to auto-set categories

Hopefully I'm just overlooking this, but we need something similar to payee renaming rules. For instance, my convenience store. Often I get gas, often I get food. I always pay separately.

So, the Statement Payee will say "QT Outside" when I get gas, so I want it to auto-categorize it to "auto:fuel". Anytime I buy something inside, it will say "QT Inside" as part of the Statement Payee. So I want it to categorize as "dining".

Seems so obvious, why is this not possible?
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This is available and can be controlled using the Quicken for Mac renaming rules.

Comments

  • RickORickO SuperUser ✭✭✭✭✭
    Do you have a payee renaming rule that changes both "QT Inside" and "QT Outside" to the same payee name? If so, that might be the problem, since there can only be one default QuickFill for a payee. If this is your case, you might want to leave it as two separate payees, then have default QuickFill rules separately for "QT Inside" and "QT Outside".
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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