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Has anyone been able to have unique downloads for transactions with Payees with the same name?
kh57smth
Canada Beta Beta
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
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Answers
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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.Signature:
(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/1
