Auto Categorization of Specific Transactions from Single Payee

Mike Moser
Mike Moser Member ✭✭
in Registers & Transactions (Windows)
Hi all: I have collected several streaming accounts that bill through Apple or Paypal or Amazon... I would love to categorize those specific transactions via a rule, but can't seem to figure it out. An example

APPLE $9.92 SHOULD be NetFlix (movie category) $9.92

Paypal/Amazon each have a few similar... I use apple, paypal, amazon for other stuff so I don't want all accounts from those payees to get this treatment, just specific amounts the recur...

Any ideas on how to manage that??
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Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If your example, "APPLE $9.92", is how the download actually shows up - with no reference to the actual payee - then I don't think any renaming rule would work. 
    If you know the dates and amounts then probably Bill Reminders with appropriate dates and amounts and scheduled to enter your register a few days earlier than the actual pay dates might be the best way to go.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Can you show us a few transaction examples, as they appear in your register, please?
    First, toggle your register to 2-line-mode with CTRL-2. Add the columns Downloaded Payee and Downloaded Memo to the register view using the Register columns icon (located next to the Balance column header).
    Now capture one or more images of the parts of your Quicken window showing the transactions, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?

    https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

    https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.



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