generic quickfill rules

crp

I generally like the QuickFill mechanism, but I get a number of transactions that have a common beginning but then vary, often by containing a date for the transaction. Is there a way to write a QuickFill rules that effectively ignores the varying part of the entry?

jacobs

I'm not sure what you mean by transactions that "have a common beginning but then vary, often by containing a date for the transaction." Do you mean the Payee names start the same but include other text? If so, you'll want to create a Renaming Rule (not a QuickFill Rule) to try to make a common Payee.

For instance, let's say you bank at ABC Bank, and your transactions come in as:
    "ABC Bank #4031 Anytown"
    "ABC Bank #5432 Sometown"
You can create a Renaming Rule:
    If Statement Name contains "ABC Bank"
    Set Payee Name to "ABC Bank" 

The next time a transaction comes in as "ABC Bank #4031 Anytown",  the Payee name will be changed to "ABC Bank".

If that's not what you meant, please post again and give some specific examples.

jacobs

I'm not sure what you mean by transactions that "have a common beginning but then vary, often by containing a date for the transaction." Do you mean the Payee names start the same but include other text? If so, you'll want to create a Renaming Rule (not a QuickFill Rule) to try to make a common Payee.

For instance, let's say you bank at ABC Bank, and your transactions come in as:
    "ABC Bank #4031 Anytown"
    "ABC Bank #5432 Sometown"
You can create a Renaming Rule:
    If Statement Name contains "ABC Bank"
    Set Payee Name to "ABC Bank" 

The next time a transaction comes in as "ABC Bank #4031 Anytown",  the Payee name will be changed to "ABC Bank".

If that's not what you meant, please post again and give some specific examples.

crp

Thanks. Just what I was looking for.