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Quicken Classic for Mac
Registers & Transactions (Mac)
I have transactions of the same Payee with different names. How to make a rule with a keyword only?
delucasso
Hi, If I have a different Payee name at transactions, but the same company, can I make an automatic rule, that different payments with the keyword for instance “76 - SpeeDee” will be all processed under one rule?
I have multiple payments with Payee names like:
76 - SPEEDEE MART 110 8570 W SAH
76 - SPEEDEE MART 113 10/03 PURC
SpeeDee Mart 119
etc. So I need just to take a “76 - SPEEDEE” that Quicken will all process these and I do not have to make 3 different rules.
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Accepted answers
jacobs
Create a Renaming Rule to change names containing 76 Speedee to be simply "76 - Speedee":
You may need to experiment a little to make sure what search terms work best. You might need only "Speedee" in the first box, for instance.
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delucasso
Thank you for all comments. I hit enter before I finished the post and I do not know how to edit it :)
jacobs
Create a Renaming Rule to change names containing 76 Speedee to be simply "76 - Speedee":
You may need to experiment a little to make sure what search terms work best. You might need only "Speedee" in the first box, for instance.
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