Has anyone been able to have unique downloads for transactions with Payees with the same name?

I get five transactions a month from various insurance brokers labeled "INSURANCE" in the payee field.  The only difference between the payments is in the MEMO field where the company name or other unique identifier may be recorded in the transaction.  How do I set up the auto-classification so it is correct for each vendor?  Regards Ken Smith

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    The renaming rules even though it says payee actually look in both the payee and the memo to decide on renaming.

    So what you should do is set up a new renaming rule where the contains text is that information that's unique in the memo and then give it the vendor name you want as the payee to rename it to.

    Once you get a unique payee name then you can use your memorized payee list to get the correct categories.
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