More Criteria for Renaming Rules

W5JP Member ✭✭
The suggestion to add an "amount" criteria to the renaming rules toolbox has been previously suggested/ignored. My wife and I receive several monthly transactions (including Social Security benefit payments) where the "Payee" information is identical and the only difference in the transaction notification is the amount. It would REALLY help if the renaming rules provided some additional logic (such as an amount range) to differentiate these transactions. Another potential criteria might be a monthly date range - i.e. monthly 6-10th or 22-30. Another earlier string requested the ability to apply Renaming Criteria on an account basis - as well as universally. None of these suggestions appear difficult to implement but would appreciably enhance the utility of the Renaming function.

BTW - Some of the earlier responses suggested that the Renaming Rules currently search both the Payee and Memo fields. AFAIK, that is not accurate for current versions - and doesn't help anyway since downloaded transactions don't populate the Memo field...
4 votes

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  • UKR
    UKR SuperUser ✭✭✭✭✭
    If you receive recurring payments like Soc. Sec. it might be better if you created and used Scheduled Reminders and recorded these transactions a couple of days before the Due date. You know how much you receive and how to split these amounts among tax categories, e.g.,
    The downloaded transaction from the bank does not contain this information.
    Use distinct Payee Names for "Soc. Sec. (Me)" and "Soc. Sec. (Spouse)" to keep them separate. Also use distinct "(Me)" and "(Spouse)" subcategories for proper tax reporting.
    Record each reminder a couple of days before Due Date. This makes it possible for Quicken to match the downloaded transaction to the already existing register transaction without causing any problems.
  • W5JP
    W5JP Member ✭✭
    UKR - Thanks for the suggestion. I would MUCH prefer the added functionality, but (given the current limitations), your approach seems the best work-around. I dislike the introduction of premature entries in the register as the government posting dates can fluctuate significantly, but it's the only way to avoid possible duplicate transactions.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Soc. Sec. deposits arrive in my checking account like clockwork every 3rd Wednesday of the month. A Scheduled Reminder can easily handle this situation:
    To set this up, just select Monthly, then select from left to right the remaining 3 fields, every [1] month on the [3rd] [Wednesday]. The list of weekdays only becomes available after setting [1st] ... [4th].